Average annual returns
Through 20251 year
19.70%
3 year
10.17%
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
47 months through Jan. 31, 2026Volatility (ann.)
9.85%
Sharpe
1.12
Sortino
2.30
Max drawdown
-15.24%
Best month
9.71%
Worst month
-6.02%
Beta vs VBTLX
0.14
Correlation
0.08
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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