Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.06%
3 year
11.43%
5 year
2.84%
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.)
6.52%
Sharpe
1.59
Sortino
3.32
Max drawdown
-23.35%
Best month
7.92%
Worst month
-19.17%
Beta vs VBTLX
0.91
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.