Average annual returns
Through 20251 year
8.28%
3 year
3.42%
5 year
-3.15%
10 year
0.27%
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.)
8.76%
Sharpe
0.30
Sortino
0.47
Max drawdown
-28.80%
Best month
6.47%
Worst month
-8.81%
Beta vs VBTLX
1.30
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.