Average annual returns
Through 20251 year
8.80%
3 year
9.18%
5 year
3.78%
10 year
5.62%
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.)
4.70%
Sharpe
1.70
Sortino
3.98
Max drawdown
-14.54%
Best month
6.44%
Worst month
-11.52%
Beta vs VBTLX
0.69
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.