Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.07%
3 year
4.49%
5 year
-0.70%
10 year
2.13%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
78 months through Jan. 31, 2026Volatility (ann.)
5.87%
Sharpe
0.60
Sortino
1.03
Max drawdown
-18.24%
Best month
4.65%
Worst month
-4.60%
Beta vs VBTLX
1.01
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.