Average annual returns
Through 20251 year
17.14%
3 year
9.89%
5 year
-1.19%
10 year
2.94%
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.)
7.56%
Sharpe
1.09
Sortino
1.97
Max drawdown
-36.08%
Best month
9.05%
Worst month
-19.27%
Beta vs VBTLX
1.02
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.