Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.27%
3 year
9.47%
5 year
1.45%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
65 months through Jan. 31, 2026Volatility (ann.)
7.42%
Sharpe
1.18
Sortino
2.41
Max drawdown
-23.69%
Best month
7.20%
Worst month
-5.54%
Beta vs VBTLX
1.08
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.