Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.74%
3 year
4.63%
5 year
-1.50%
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.)
6.36%
Sharpe
0.51
Sortino
0.86
Max drawdown
-22.16%
Best month
6.29%
Worst month
-8.09%
Beta vs VBTLX
1.07
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.