Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.89%
3 year
5.70%
5 year
-0.51%
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.)
6.35%
Sharpe
0.68
Sortino
1.19
Max drawdown
-21.15%
Best month
6.37%
Worst month
-8.00%
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.