Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.30%
3 year
9.53%
5 year
3.76%
10 year
5.78%
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
78 months through Jan. 31, 2026Volatility (ann.)
3.94%
Sharpe
2.12
Sortino
5.82
Max drawdown
-16.90%
Best month
5.19%
Worst month
-14.23%
Beta vs VBTLX
0.56
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.