Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.20%
3 year
6.51%
5 year
1.41%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
72 months through Jan. 31, 2026Volatility (ann.)
6.29%
Sharpe
0.97
Sortino
1.70
Max drawdown
-16.20%
Best month
4.51%
Worst month
-6.87%
Beta vs VBTLX
0.82
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.