Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.15%
3 year
14.16%
5 year
5.17%
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.)
11.11%
Sharpe
1.27
Sortino
2.52
Max drawdown
-20.43%
Best month
10.10%
Worst month
-12.37%
Beta vs VBTLX
0.99
Correlation
0.51
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.