Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.60%
3 year
2.75%
5 year
-1.08%
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.)
5.18%
Sharpe
0.68
Sortino
1.26
Max drawdown
-21.70%
Best month
4.48%
Worst month
-2.14%
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.