Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.81%
3 year
5.76%
5 year
-3.10%
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.)
6.94%
Sharpe
0.69
Sortino
1.16
Max drawdown
-32.48%
Best month
6.50%
Worst month
-9.09%
Beta vs VBTLX
1.10
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.