Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.21%
3 year
14.44%
5 year
7.36%
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.)
3.98%
Sharpe
3.66
Sortino
15.67
Max drawdown
-14.92%
Best month
6.88%
Worst month
-13.62%
Beta vs VBTLX
0.26
Correlation
0.38
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.