Average annual returns
Through 20251 year
2.41%
3 year
—
5 year
—
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
31 months through Jan. 31, 2026Volatility (ann.)
24.13%
Sharpe
1.14
Sortino
1.97
Max drawdown
-19.50%
Best month
13.63%
Worst month
-11.92%
Beta vs VBTLX
0.65
Correlation
0.15
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.