Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.51%
3 year
-1.28%
5 year
-6.35%
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.)
3.29%
Sharpe
-0.47
Sortino
-0.61
Max drawdown
-40.49%
Best month
2.95%
Worst month
-8.85%
Beta vs VBTLX
0.40
Correlation
0.69
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.