Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.50%
3 year
11.31%
5 year
1.60%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
71 months through Jan. 31, 2026Volatility (ann.)
6.64%
Sharpe
1.60
Sortino
3.52
Max drawdown
-27.49%
Best month
7.56%
Worst month
-18.71%
Beta vs VBTLX
0.92
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.