Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.48%
3 year
9.75%
5 year
3.97%
10 year
5.97%
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.)
3.97%
Sharpe
2.15
Sortino
6.04
Max drawdown
-16.80%
Best month
5.21%
Worst month
-14.29%
Beta vs VBTLX
0.56
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.