Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.52%
3 year
6.36%
5 year
-2.57%
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
0.77
Sortino
1.33
Max drawdown
-31.95%
Best month
6.68%
Worst month
-9.06%
Beta vs VBTLX
1.10
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.