Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.51%
3 year
—
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
30 months through Jan. 31, 2026Volatility (ann.)
6.08%
Sharpe
1.00
Sortino
1.82
Max drawdown
-4.37%
Best month
4.87%
Worst month
-2.65%
Beta vs VBTLX
1.03
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.