Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.34%
3 year
8.94%
5 year
1.31%
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.)
8.42%
Sharpe
0.93
Sortino
1.56
Max drawdown
-25.35%
Best month
8.33%
Worst month
-15.52%
Beta vs VBTLX
1.16
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.