Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.18%
3 year
4.41%
5 year
-3.74%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
78 months through Jan. 31, 2026Volatility (ann.)
11.85%
Sharpe
0.18
Sortino
0.29
Max drawdown
-33.85%
Best month
10.25%
Worst month
-9.43%
Beta vs VBTLX
2.00
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.