Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.86%
3 year
3.33%
5 year
-1.30%
10 year
1.03%
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.)
5.24%
Sharpe
0.46
Sortino
0.75
Max drawdown
-18.99%
Best month
3.42%
Worst month
-3.46%
Beta vs VBTLX
0.90
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.