Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
57.46%
3 year
28.55%
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
57 months through Jan. 31, 2026Volatility (ann.)
17.22%
Sharpe
1.31
Sortino
2.59
Max drawdown
-32.86%
Best month
13.87%
Worst month
-9.52%
Beta vs VBTLX
1.82
Correlation
0.61
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.