Average annual returns
Through 20251 year
6.40%
3 year
9.43%
5 year
-2.74%
10 year
1.18%
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.)
7.99%
Sharpe
0.87
Sortino
2.66
Max drawdown
-45.60%
Best month
12.94%
Worst month
-25.13%
Beta vs VBTLX
0.04
Correlation
0.03
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.