Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.35%
3 year
13.13%
5 year
1.99%
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.)
8.23%
Sharpe
1.45
Sortino
2.86
Max drawdown
-28.63%
Best month
9.43%
Worst month
-8.74%
Beta vs VBTLX
0.91
Correlation
0.64
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.