Average annual returns
Through 20251 year
20.36%
3 year
14.56%
5 year
5.49%
10 year
8.77%
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.)
10.75%
Sharpe
1.35
Sortino
2.67
Max drawdown
-20.13%
Best month
10.07%
Worst month
-12.29%
Beta vs VBTLX
1.03
Correlation
0.55
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.