Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.01%
3 year
4.63%
5 year
-0.44%
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.)
5.84%
Sharpe
0.62
Sortino
1.05
Max drawdown
-17.12%
Best month
4.67%
Worst month
-4.23%
Beta vs VBTLX
1.01
Correlation
1.00
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.