Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.39%
3 year
3.66%
5 year
0.53%
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.)
4.46%
Sharpe
0.71
Sortino
1.24
Max drawdown
-13.88%
Best month
4.37%
Worst month
-6.69%
Beta vs VBTLX
0.73
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.