Average annual returns
Through 20251 year
17.38%
3 year
22.76%
5 year
12.85%
10 year
14.04%
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.)
12.16%
Sharpe
1.70
Sortino
3.47
Max drawdown
-27.74%
Best month
13.72%
Worst month
-14.03%
Beta vs VBTLX
1.29
Correlation
0.61
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.