Average annual returns
Through 20251 year
7.14%
3 year
4.03%
5 year
-1.08%
10 year
1.46%
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.)
5.60%
Sharpe
0.54
Sortino
0.88
Max drawdown
-18.75%
Best month
3.56%
Worst month
-3.91%
Beta vs VBTLX
0.96
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.