Average annual returns
Through 20251 year
15.36%
3 year
3.24%
5 year
10.31%
10 year
5.59%
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.)
11.26%
Sharpe
0.61
Sortino
1.09
Max drawdown
-22.82%
Best month
10.21%
Worst month
-11.65%
Beta vs VBTLX
0.14
Correlation
0.07
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.