Average annual returns
Through 20251 year
7.36%
3 year
7.54%
5 year
-1.18%
10 year
4.08%
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.)
4.53%
Sharpe
1.27
Sortino
2.05
Max drawdown
-32.74%
Best month
6.82%
Worst month
-19.75%
Beta vs VBTLX
0.48
Correlation
0.61
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.