Average annual returns
Through 20251 year
4.05%
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
34 months through Jan. 31, 2026Volatility (ann.)
15.99%
Sharpe
0.65
Sortino
1.06
Max drawdown
-17.45%
Best month
8.70%
Worst month
-7.54%
Beta vs VBTLX
1.30
Correlation
0.45
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.