Average annual returns
Through 20251 year
13.27%
3 year
12.45%
5 year
3.96%
10 year
5.36%
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.)
5.91%
Sharpe
1.92
Sortino
4.94
Max drawdown
-24.06%
Best month
8.54%
Worst month
-17.62%
Beta vs VBTLX
0.71
Correlation
0.69
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.