Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.08%
3 year
10.57%
5 year
4.92%
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.)
9.95%
Sharpe
1.15
Sortino
2.09
Max drawdown
-23.66%
Best month
10.98%
Worst month
-11.21%
Beta vs VBTLX
0.51
Correlation
0.29
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.