Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.03%
3 year
8.03%
5 year
0.69%
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.)
9.09%
Sharpe
0.78
Sortino
1.28
Max drawdown
-24.74%
Best month
7.37%
Worst month
-15.18%
Beta vs VBTLX
1.27
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.