Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.78%
3 year
5.72%
5 year
-0.68%
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
69 months through Jan. 31, 2026Volatility (ann.)
6.37%
Sharpe
0.67
Sortino
1.16
Max drawdown
-21.29%
Best month
5.38%
Worst month
-5.55%
Beta vs VBTLX
1.09
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.