Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.75%
3 year
15.69%
5 year
7.88%
10 year
7.54%
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.)
5.14%
Sharpe
3.02
Sortino
8.85
Max drawdown
-20.06%
Best month
6.81%
Worst month
-14.74%
Beta vs VBTLX
0.24
Correlation
0.27
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.