Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.78%
3 year
2.87%
5 year
-0.12%
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.)
4.83%
Sharpe
0.50
Sortino
0.83
Max drawdown
-15.63%
Best month
4.11%
Worst month
-6.30%
Beta vs VBTLX
0.79
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.