Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.92%
3 year
11.01%
5 year
1.94%
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.)
6.46%
Sharpe
1.58
Sortino
3.33
Max drawdown
-26.47%
Best month
8.13%
Worst month
-18.44%
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.