Average annual returns
Through 20251 year
11.13%
3 year
10.23%
5 year
3.62%
10 year
5.48%
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.)
5.16%
Sharpe
1.75
Sortino
4.40
Max drawdown
-18.94%
Best month
5.46%
Worst month
-11.05%
Beta vs VBTLX
0.76
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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