Average annual returns
Through 20251 year
14.90%
3 year
8.40%
5 year
1.79%
10 year
4.09%
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.)
6.66%
Sharpe
1.13
Sortino
2.06
Max drawdown
-20.61%
Best month
6.08%
Worst month
-13.64%
Beta vs VBTLX
1.01
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.