Average annual returns
Through 20251 year
7.89%
3 year
9.50%
5 year
3.92%
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
78 months through Jan. 31, 2026Volatility (ann.)
4.65%
Sharpe
1.74
Sortino
4.12
Max drawdown
-16.49%
Best month
5.93%
Worst month
-12.44%
Beta vs VBTLX
0.60
Correlation
0.74
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.