Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.59%
3 year
8.83%
5 year
5.05%
10 year
5.66%
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.)
3.00%
Sharpe
2.64
Sortino
7.31
Max drawdown
-15.12%
Best month
4.39%
Worst month
-13.54%
Beta vs VBTLX
0.34
Correlation
0.66
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.