Average annual returns
Through 20251 year
4.33%
3 year
4.90%
5 year
1.30%
10 year
1.75%
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.)
0.62%
Sharpe
7.76
Sortino
27.68
Max drawdown
-9.21%
Best month
0.91%
Worst month
-2.58%
Beta vs VBTLX
0.04
Correlation
0.41
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.