Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.99%
3 year
11.99%
5 year
2.27%
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.)
5.91%
Sharpe
1.85
Sortino
4.47
Max drawdown
-31.98%
Best month
11.06%
Worst month
-17.42%
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.