Average annual returns
Through 20251 year
6.98%
3 year
8.97%
5 year
3.18%
10 year
4.85%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
51 months through Jan. 31, 2026Volatility (ann.)
4.42%
Sharpe
1.82
Sortino
4.68
Max drawdown
-16.58%
Best month
4.66%
Worst month
-6.61%
Beta vs VBTLX
0.61
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.