Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.15%
3 year
4.70%
5 year
-0.10%
10 year
1.53%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
78 months through Jan. 31, 2026Volatility (ann.)
4.50%
Sharpe
0.85
Sortino
1.48
Max drawdown
-17.22%
Best month
3.22%
Worst month
-3.82%
Beta vs VBTLX
0.77
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.