Average annual returns
Through 20251 year
6.52%
3 year
7.14%
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
44 months through Jan. 31, 2026Volatility (ann.)
4.80%
Sharpe
1.24
Sortino
2.82
Max drawdown
-6.03%
Best month
5.37%
Worst month
-4.28%
Beta vs VBTLX
0.80
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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