Average annual returns
Through 20251 year
4.70%
3 year
4.11%
5 year
1.35%
10 year
1.96%
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.)
3.66%
Sharpe
0.98
Sortino
2.05
Max drawdown
-7.83%
Best month
2.83%
Worst month
-2.41%
Beta vs VBTLX
0.57
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.