Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.17%
3 year
2.75%
5 year
-1.74%
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.)
9.89%
Sharpe
0.19
Sortino
0.28
Max drawdown
-25.30%
Best month
8.52%
Worst month
-7.20%
Beta vs VBTLX
1.64
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.