Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.86%
3 year
9.08%
5 year
4.16%
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
78 months through Jan. 31, 2026Volatility (ann.)
4.41%
Sharpe
1.80
Sortino
4.35
Max drawdown
-14.01%
Best month
4.54%
Worst month
-8.26%
Beta vs VBTLX
0.57
Correlation
0.74
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.