Average annual returns
Through 20251 year
8.91%
3 year
10.09%
5 year
4.05%
10 year
—
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.)
5.22%
Sharpe
1.73
Sortino
4.65
Max drawdown
-17.16%
Best month
10.54%
Worst month
-15.89%
Beta vs VBTLX
0.73
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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