Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.32%
3 year
2.97%
5 year
-1.51%
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.)
9.92%
Sharpe
0.21
Sortino
0.32
Max drawdown
-24.92%
Best month
8.48%
Worst month
-7.26%
Beta vs VBTLX
1.64
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.