Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.85%
3 year
9.10%
5 year
-3.00%
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.)
7.95%
Sharpe
0.85
Sortino
2.60
Max drawdown
-45.94%
Best month
13.04%
Worst month
-25.16%
Beta vs VBTLX
0.02
Correlation
0.01
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.