Average annual returns
Through 20251 year
5.10%
3 year
11.42%
5 year
5.39%
10 year
4.31%
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.)
5.67%
Sharpe
1.91
Sortino
5.35
Max drawdown
-16.83%
Best month
5.67%
Worst month
-6.97%
Beta vs VBTLX
0.50
Correlation
0.51
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.