Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.51%
3 year
9.45%
5 year
4.28%
10 year
5.84%
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.)
4.18%
Sharpe
1.96
Sortino
5.55
Max drawdown
-16.58%
Best month
5.65%
Worst month
-14.90%
Beta vs VBTLX
0.57
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.