Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.76%
3 year
8.42%
5 year
0.77%
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.)
8.31%
Sharpe
0.88
Sortino
1.46
Max drawdown
-26.01%
Best month
8.03%
Worst month
-15.69%
Beta vs VBTLX
1.14
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.