Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.51%
3 year
5.33%
5 year
11.12%
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.)
10.85%
Sharpe
0.79
Sortino
1.40
Max drawdown
-25.42%
Best month
9.67%
Worst month
-15.47%
Beta vs VBTLX
0.27
Correlation
0.15
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.