Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.09%
3 year
9.40%
5 year
3.40%
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
77 months through Jan. 31, 2026Volatility (ann.)
4.97%
Sharpe
1.65
Sortino
3.93
Max drawdown
-15.91%
Best month
6.62%
Worst month
-9.97%
Beta vs VBTLX
0.74
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.