Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.22%
3 year
12.22%
5 year
2.90%
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.)
11.15%
Sharpe
1.12
Sortino
2.11
Max drawdown
-25.19%
Best month
13.15%
Worst month
-11.22%
Beta vs VBTLX
0.97
Correlation
0.50
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.