Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.13%
3 year
7.02%
5 year
-2.01%
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.)
6.96%
Sharpe
0.85
Sortino
1.48
Max drawdown
-31.17%
Best month
6.73%
Worst month
-9.15%
Beta vs VBTLX
1.11
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.