Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.63%
3 year
4.40%
5 year
-0.04%
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.)
5.15%
Sharpe
0.69
Sortino
1.15
Max drawdown
-14.17%
Best month
3.18%
Worst month
-3.25%
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.