Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.95%
3 year
5.79%
5 year
-0.41%
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
0.70
Sortino
1.22
Max drawdown
-21.14%
Best month
6.38%
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.