Average annual returns
Through 20251 year
6.65%
3 year
8.66%
5 year
4.34%
10 year
5.74%
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.)
4.25%
Sharpe
1.80
Sortino
4.44
Max drawdown
-12.98%
Best month
5.41%
Worst month
-10.37%
Beta vs VBTLX
0.61
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.