Average annual returns
Through 20251 year
18.63%
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
24 months through Jan. 31, 2026Volatility (ann.)
9.79%
Sharpe
1.74
Sortino
4.21
Max drawdown
-4.52%
Best month
9.33%
Worst month
-4.13%
Beta vs VBTLX
0.03
Correlation
0.01
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.