Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.43%
3 year
6.91%
5 year
0.37%
10 year
3.72%
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
78 months through Jan. 31, 2026Volatility (ann.)
6.46%
Sharpe
0.85
Sortino
1.55
Max drawdown
-20.80%
Best month
6.10%
Worst month
-9.51%
Beta vs VBTLX
1.10
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.