Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.07%
3 year
4.37%
5 year
-0.91%
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.)
6.23%
Sharpe
0.50
Sortino
0.83
Max drawdown
-18.82%
Best month
4.95%
Worst month
-4.86%
Beta vs VBTLX
1.08
Correlation
1.00
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.