Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.74%
3 year
9.74%
5 year
4.33%
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.)
4.27%
Sharpe
2.02
Sortino
5.19
Max drawdown
-14.27%
Best month
5.62%
Worst month
-10.00%
Beta vs VBTLX
0.61
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.