Average annual returns
Through 20251 year
7.32%
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
30 months through Jan. 31, 2026Volatility (ann.)
11.85%
Sharpe
0.54
Sortino
0.95
Max drawdown
-9.21%
Best month
10.42%
Worst month
-5.24%
Beta vs VBTLX
1.93
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.