Average annual returns
Through 20251 year
6.99%
3 year
9.20%
5 year
4.54%
10 year
5.57%
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.)
4.17%
Sharpe
1.93
Sortino
4.95
Max drawdown
-15.23%
Best month
4.97%
Worst month
-13.97%
Beta vs VBTLX
0.56
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.