Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.83%
3 year
10.11%
5 year
4.14%
10 year
5.82%
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.)
4.60%
Sharpe
1.98
Sortino
5.06
Max drawdown
-15.30%
Best month
5.79%
Worst month
-11.51%
Beta vs VBTLX
0.64
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.