Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.25%
3 year
8.28%
5 year
-3.74%
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.)
7.86%
Sharpe
0.75
Sortino
2.16
Max drawdown
-47.42%
Best month
12.86%
Worst month
-25.17%
Beta vs VBTLX
0.02
Correlation
0.02
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.