Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.98%
3 year
4.50%
5 year
-3.67%
10 year
2.55%
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.)
11.36%
Sharpe
0.20
Sortino
0.33
Max drawdown
-32.46%
Best month
10.25%
Worst month
-11.25%
Beta vs VBTLX
1.88
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.