Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.94%
3 year
9.41%
5 year
2.75%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
78 months through Jan. 31, 2026Volatility (ann.)
6.64%
Sharpe
1.29
Sortino
2.42
Max drawdown
-19.70%
Best month
6.08%
Worst month
-13.56%
Beta vs VBTLX
1.00
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.