Average annual returns
Through 20251 year
10.26%
3 year
—
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
31 months through Jan. 31, 2026Volatility (ann.)
18.39%
Sharpe
1.40
Sortino
2.84
Max drawdown
-16.09%
Best month
14.28%
Worst month
-7.71%
Beta vs VBTLX
-0.01
Correlation
0.00
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.