Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.53%
3 year
4.29%
5 year
-0.14%
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
78 months through Jan. 31, 2026Volatility (ann.)
5.15%
Sharpe
0.67
Sortino
1.11
Max drawdown
-14.45%
Best month
3.17%
Worst month
-3.26%
Beta vs VBTLX
0.86
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.