Average annual returns
Through 20251 year
8.02%
3 year
10.29%
5 year
4.41%
10 year
5.45%
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.)
4.40%
Sharpe
2.04
Sortino
5.81
Max drawdown
-19.14%
Best month
5.61%
Worst month
-17.74%
Beta vs VBTLX
0.59
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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