Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.45%
3 year
14.66%
5 year
5.56%
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.)
10.75%
Sharpe
1.36
Sortino
2.69
Max drawdown
-20.08%
Best month
10.07%
Worst month
-12.35%
Beta vs VBTLX
1.03
Correlation
0.56
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.