Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.77%
3 year
10.03%
5 year
4.09%
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.)
4.65%
Sharpe
1.94
Sortino
4.89
Max drawdown
-15.43%
Best month
5.64%
Worst month
-11.52%
Beta vs VBTLX
0.65
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.