Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.91%
3 year
7.09%
5 year
2.81%
10 year
—
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
72 months through Jan. 31, 2026Volatility (ann.)
12.55%
Sharpe
0.48
Sortino
0.75
Max drawdown
-21.87%
Best month
11.78%
Worst month
-14.63%
Beta vs VBTLX
1.42
Correlation
0.65
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.