Average annual returns
Through 20251 year
18.61%
3 year
9.20%
5 year
1.54%
10 year
3.98%
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.)
8.45%
Sharpe
0.96
Sortino
1.63
Max drawdown
-25.08%
Best month
8.12%
Worst month
-15.48%
Beta vs VBTLX
1.15
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.