Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.06%
3 year
13.04%
5 year
3.66%
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.)
11.15%
Sharpe
1.20
Sortino
2.30
Max drawdown
-24.67%
Best month
13.27%
Worst month
-11.20%
Beta vs VBTLX
0.97
Correlation
0.50
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.