Average annual returns
Through 20251 year
6.93%
3 year
3.00%
5 year
-0.81%
10 year
2.20%
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.)
5.20%
Sharpe
0.73
Sortino
1.33
Max drawdown
-21.11%
Best month
4.45%
Worst month
-2.18%
Beta vs VBTLX
0.83
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.