Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.89%
3 year
6.71%
5 year
0.34%
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.)
6.29%
Sharpe
0.83
Sortino
1.50
Max drawdown
-19.98%
Best month
5.89%
Worst month
-5.98%
Beta vs VBTLX
1.07
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.