Average annual returns
Through 20251 year
7.16%
3 year
5.53%
5 year
-0.07%
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
78 months through Jan. 31, 2026Volatility (ann.)
4.61%
Sharpe
1.00
Sortino
1.89
Max drawdown
-17.88%
Best month
3.87%
Worst month
-3.97%
Beta vs VBTLX
0.79
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.