Average annual returns
Through 20251 year
8.58%
3 year
9.87%
5 year
4.34%
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
70 months through Jan. 31, 2026Volatility (ann.)
4.43%
Sharpe
1.96
Sortino
5.14
Max drawdown
-15.05%
Best month
6.03%
Worst month
-7.00%
Beta vs VBTLX
0.64
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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