Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.64%
3 year
0.78%
5 year
-7.20%
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.)
13.08%
Sharpe
-0.12
Sortino
-0.17
Max drawdown
-45.11%
Best month
10.61%
Worst month
-8.92%
Beta vs VBTLX
2.21
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.