Average annual returns
Through 20251 year
8.18%
3 year
8.99%
5 year
4.64%
10 year
5.63%
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.)
4.04%
Sharpe
1.90
Sortino
4.56
Max drawdown
-12.15%
Best month
5.67%
Worst month
-10.60%
Beta vs VBTLX
0.60
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.