Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.23%
3 year
8.09%
5 year
0.16%
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.)
9.27%
Sharpe
0.80
Sortino
1.30
Max drawdown
-26.66%
Best month
6.43%
Worst month
-13.71%
Beta vs VBTLX
1.26
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.