Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.12%
3 year
2.34%
5 year
-4.03%
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.)
8.77%
Sharpe
0.18
Sortino
0.28
Max drawdown
-29.68%
Best month
6.39%
Worst month
-8.83%
Beta vs VBTLX
1.31
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.