Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.80%
3 year
6.63%
5 year
-2.32%
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.)
7.01%
Sharpe
0.80
Sortino
1.38
Max drawdown
-31.50%
Best month
6.48%
Worst month
-9.04%
Beta vs VBTLX
1.11
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.