Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.24%
3 year
9.71%
5 year
1.79%
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.)
6.27%
Sharpe
1.38
Sortino
2.82
Max drawdown
-24.25%
Best month
7.94%
Worst month
-12.59%
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.