Average annual returns
Through 20251 year
19.42%
3 year
13.35%
5 year
3.94%
10 year
10.06%
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.)
11.14%
Sharpe
1.23
Sortino
2.36
Max drawdown
-24.53%
Best month
13.31%
Worst month
-11.19%
Beta vs VBTLX
0.97
Correlation
0.50
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.