Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.13%
3 year
9.68%
5 year
0.94%
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.)
9.23%
Sharpe
0.99
Sortino
1.67
Max drawdown
-26.87%
Best month
6.39%
Worst month
-12.54%
Beta vs VBTLX
1.23
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.