Average annual returns
Through 20251 year
7.43%
3 year
5.97%
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
53 months through Jan. 31, 2026Volatility (ann.)
6.69%
Sharpe
0.67
Sortino
1.20
Max drawdown
-20.79%
Best month
6.04%
Worst month
-5.72%
Beta vs VBTLX
1.14
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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