Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.60%
3 year
11.31%
5 year
4.36%
10 year
7.73%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
72 months through Jan. 31, 2026Volatility (ann.)
11.04%
Sharpe
0.92
Sortino
1.58
Max drawdown
-16.68%
Best month
7.75%
Worst month
-7.93%
Beta vs VBTLX
0.93
Correlation
0.49
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.