Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.09%
3 year
8.88%
5 year
0.95%
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.)
7.93%
Sharpe
1.03
Sortino
1.75
Max drawdown
-24.93%
Best month
7.29%
Worst month
-14.64%
Beta vs VBTLX
1.06
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.