Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.46%
3 year
7.72%
5 year
2.86%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
78 months through Jan. 31, 2026Volatility (ann.)
4.13%
Sharpe
1.62
Sortino
3.81
Max drawdown
-14.21%
Best month
6.10%
Worst month
-12.21%
Beta vs VBTLX
0.62
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.