Average annual returns
Through 20251 year
11.54%
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
36 months through Jan. 31, 2026Volatility (ann.)
5.43%
Sharpe
1.69
Sortino
3.81
Max drawdown
-4.96%
Best month
5.38%
Worst month
-2.22%
Beta vs VBTLX
0.80
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.