Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.40%
3 year
4.86%
5 year
—
10 year
—
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
53 months through Jan. 31, 2026Volatility (ann.)
5.79%
Sharpe
0.65
Sortino
1.12
Max drawdown
-16.34%
Best month
4.49%
Worst month
-4.38%
Beta vs VBTLX
1.00
Correlation
1.00
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.