Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.84%
3 year
4.43%
5 year
-0.32%
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.)
4.51%
Sharpe
0.79
Sortino
1.34
Max drawdown
-16.24%
Best month
3.20%
Worst month
-3.80%
Beta vs VBTLX
0.77
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.