Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.73%
3 year
2.96%
5 year
10.59%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
78 months through Jan. 31, 2026Volatility (ann.)
11.60%
Sharpe
0.57
Sortino
1.02
Max drawdown
-24.25%
Best month
10.95%
Worst month
-12.10%
Beta vs VBTLX
0.00
Correlation
0.00
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.