Average annual returns
Through 20251 year
8.43%
3 year
7.69%
5 year
1.75%
10 year
4.38%
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.)
4.16%
Sharpe
1.64
Sortino
3.53
Max drawdown
-19.64%
Best month
5.77%
Worst month
-11.69%
Beta vs VBTLX
0.65
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.