Average annual returns
Through 20251 year
19.16%
3 year
8.85%
5 year
1.48%
10 year
4.12%
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.)
9.18%
Sharpe
0.86
Sortino
1.42
Max drawdown
-23.71%
Best month
7.65%
Worst month
-15.11%
Beta vs VBTLX
1.29
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.