Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.39%
3 year
8.90%
5 year
1.02%
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.)
6.26%
Sharpe
1.25
Sortino
2.48
Max drawdown
-25.16%
Best month
7.96%
Worst month
-12.69%
Beta vs VBTLX
0.91
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.