Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.56%
3 year
8.08%
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
39 months through Jan. 31, 2026Volatility (ann.)
5.89%
Sharpe
1.23
Sortino
2.39
Max drawdown
-4.82%
Best month
5.00%
Worst month
-2.34%
Beta vs VBTLX
0.96
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.