Average annual returns
Through 20251 year
18.53%
3 year
14.29%
5 year
3.03%
10 year
7.90%
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.)
8.26%
Sharpe
1.59
Sortino
3.23
Max drawdown
-27.51%
Best month
9.56%
Worst month
-8.72%
Beta vs VBTLX
0.92
Correlation
0.64
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.