Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.65%
3 year
—
5 year
—
10 year
—
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
24 months through Jan. 31, 2026Volatility (ann.)
9.78%
Sharpe
1.74
Sortino
4.20
Max drawdown
-4.54%
Best month
9.32%
Worst month
-4.12%
Beta vs VBTLX
0.02
Correlation
0.01
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.