Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.25%
3 year
4.76%
5 year
-3.44%
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.)
11.39%
Sharpe
0.23
Sortino
0.37
Max drawdown
-32.14%
Best month
10.29%
Worst month
-11.25%
Beta vs VBTLX
1.89
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.