Average annual returns
Through 20251 year
5.91%
3 year
8.16%
5 year
1.35%
10 year
1.95%
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.)
4.50%
Sharpe
1.56
Sortino
3.61
Max drawdown
-22.75%
Best month
8.10%
Worst month
-14.63%
Beta vs VBTLX
0.63
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.