Average annual returns
Through 20251 year
7.84%
3 year
5.66%
5 year
-0.13%
10 year
2.74%
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.)
6.27%
Sharpe
0.71
Sortino
1.21
Max drawdown
-19.88%
Best month
4.96%
Worst month
-8.45%
Beta vs VBTLX
1.07
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.