Average annual returns
Through 20251 year
54.17%
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.)
20.50%
Sharpe
1.29
Sortino
2.31
Max drawdown
-19.23%
Best month
11.82%
Worst month
-13.49%
Beta vs VBTLX
-0.23
Correlation
-0.06
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.