Average annual returns
Through 20251 year
19.16%
3 year
9.09%
5 year
1.14%
10 year
4.01%
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.)
9.21%
Sharpe
0.91
Sortino
1.55
Max drawdown
-25.34%
Best month
6.61%
Worst month
-13.65%
Beta vs VBTLX
1.25
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.