Average annual returns
Through 20251 year
7.48%
3 year
9.74%
5 year
4.47%
10 year
5.69%
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.)
4.58%
Sharpe
1.86
Sortino
4.41
Max drawdown
-14.56%
Best month
5.92%
Worst month
-10.00%
Beta vs VBTLX
0.61
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.