Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.81%
3 year
14.81%
5 year
7.09%
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.)
5.11%
Sharpe
2.86
Sortino
8.01
Max drawdown
-20.56%
Best month
6.78%
Worst month
-14.75%
Beta vs VBTLX
0.23
Correlation
0.26
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.