Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.58%
3 year
6.66%
5 year
0.45%
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.)
6.48%
Sharpe
0.81
Sortino
1.49
Max drawdown
-19.47%
Best month
6.62%
Worst month
-6.60%
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.