Average annual returns
Through 20251 year
17.17%
3 year
7.52%
5 year
0.02%
10 year
1.99%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
78 months through Jan. 31, 2026Volatility (ann.)
6.82%
Sharpe
1.05
Sortino
1.77
Max drawdown
-25.96%
Best month
6.66%
Worst month
-11.02%
Beta vs VBTLX
0.92
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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