Average annual returns
Through 20251 year
12.24%
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
28 months through Jan. 31, 2026Volatility (ann.)
1.99%
Sharpe
5.67
Sortino
38.73
Max drawdown
-0.43%
Best month
2.06%
Worst month
-0.43%
Beta vs VBTLX
0.11
Correlation
0.30
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.