Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.11%
3 year
7.96%
5 year
0.17%
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.)
8.00%
Sharpe
0.91
Sortino
1.50
Max drawdown
-25.94%
Best month
7.17%
Worst month
-14.77%
Beta vs VBTLX
1.08
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.