Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.40%
3 year
7.01%
5 year
0.93%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
62 months through Jan. 31, 2026Volatility (ann.)
6.34%
Sharpe
0.88
Sortino
1.65
Max drawdown
-20.31%
Best month
6.00%
Worst month
-4.90%
Beta vs VBTLX
1.07
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.