Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.43%
3 year
10.75%
5 year
5.54%
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.)
8.28%
Sharpe
1.31
Sortino
2.54
Max drawdown
-16.16%
Best month
10.77%
Worst month
-12.05%
Beta vs VBTLX
0.78
Correlation
0.54
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.