Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.07%
3 year
12.01%
5 year
2.25%
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.)
5.90%
Sharpe
1.86
Sortino
4.57
Max drawdown
-32.06%
Best month
11.22%
Worst month
-17.40%
Beta vs VBTLX
0.64
Correlation
0.63
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.