Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.70%
3 year
2.07%
5 year
-1.70%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
72 months through Jan. 31, 2026Volatility (ann.)
5.76%
Sharpe
0.18
Sortino
0.29
Max drawdown
-19.72%
Best month
4.40%
Worst month
-4.15%
Beta vs VBTLX
0.48
Correlation
0.48
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.