Average annual returns
Through 20251 year
17.22%
3 year
10.99%
5 year
2.00%
10 year
4.32%
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.)
7.95%
Sharpe
1.20
Sortino
2.58
Max drawdown
-30.92%
Best month
8.82%
Worst month
-12.41%
Beta vs VBTLX
0.97
Correlation
0.70
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.