Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.84%
3 year
8.83%
5 year
0.87%
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.)
9.18%
Sharpe
0.89
Sortino
1.49
Max drawdown
-25.65%
Best month
6.58%
Worst month
-13.68%
Beta vs VBTLX
1.24
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.