Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.62%
3 year
2.97%
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2022 onward derived from N-PORT monthly returnsRisk statistics
50 months through Jan. 31, 2026Volatility (ann.)
11.53%
Sharpe
0.58
Sortino
1.03
Max drawdown
-24.28%
Best month
10.92%
Worst month
-10.83%
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.