Average annual returns
Through 20251 year
2.38%
3 year
—
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
30 months through Jan. 31, 2026Volatility (ann.)
22.35%
Sharpe
0.48
Sortino
0.91
Max drawdown
-18.88%
Best month
16.84%
Worst month
-11.05%
Beta vs VBTLX
0.58
Correlation
0.15
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.