Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.98%
3 year
14.15%
5 year
5.11%
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.)
10.78%
Sharpe
1.31
Sortino
2.56
Max drawdown
-20.58%
Best month
10.10%
Worst month
-12.40%
Beta vs VBTLX
1.03
Correlation
0.55
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.