Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.88%
3 year
13.45%
5 year
5.84%
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.)
9.61%
Sharpe
1.26
Sortino
2.43
Max drawdown
-22.65%
Best month
12.89%
Worst month
-12.65%
Beta vs VBTLX
1.04
Correlation
0.63
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.