Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.74%
3 year
9.53%
5 year
1.82%
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.)
8.39%
Sharpe
1.01
Sortino
1.76
Max drawdown
-24.61%
Best month
8.05%
Worst month
-15.61%
Beta vs VBTLX
1.14
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.