Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.55%
3 year
-0.02%
5 year
-6.73%
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.)
4.92%
Sharpe
-0.12
Sortino
-0.17
Max drawdown
-42.68%
Best month
4.56%
Worst month
-12.36%
Beta vs VBTLX
0.65
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.