Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.10%
3 year
3.05%
5 year
-0.78%
10 year
2.22%
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.)
5.22%
Sharpe
0.75
Sortino
1.40
Max drawdown
-20.87%
Best month
4.53%
Worst month
-2.17%
Beta vs VBTLX
0.83
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.