Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.21%
3 year
5.57%
5 year
-0.25%
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
78 months through Jan. 31, 2026Volatility (ann.)
5.84%
Sharpe
0.77
Sortino
1.39
Max drawdown
-18.93%
Best month
4.88%
Worst month
-4.54%
Beta vs VBTLX
1.01
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.