Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.56%
3 year
9.15%
5 year
1.76%
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.)
9.14%
Sharpe
0.89
Sortino
1.49
Max drawdown
-23.39%
Best month
7.63%
Worst month
-15.15%
Beta vs VBTLX
1.29
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.