Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.73%
3 year
15.66%
5 year
7.89%
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.)
5.13%
Sharpe
3.01
Sortino
8.79
Max drawdown
-19.92%
Best month
6.80%
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.