Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.95%
3 year
8.59%
5 year
2.00%
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.)
6.60%
Sharpe
1.17
Sortino
2.13
Max drawdown
-20.40%
Best month
6.08%
Worst month
-13.62%
Beta vs VBTLX
0.99
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.