Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.30%
3 year
4.52%
5 year
-3.64%
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.)
11.85%
Sharpe
0.19
Sortino
0.30
Max drawdown
-33.63%
Best month
10.26%
Worst month
-9.42%
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.