Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.74%
3 year
10.00%
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
51 months through Jan. 31, 2026Volatility (ann.)
3.93%
Sharpe
2.25
Sortino
6.40
Max drawdown
-15.35%
Best month
5.08%
Worst month
-7.09%
Beta vs VBTLX
0.55
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.