Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.59%
3 year
9.75%
5 year
0.80%
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.)
6.43%
Sharpe
1.38
Sortino
2.77
Max drawdown
-27.39%
Best month
8.17%
Worst month
-18.52%
Beta vs VBTLX
0.92
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.