Average annual returns
Through 20251 year
8.81%
3 year
9.69%
5 year
3.65%
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.)
4.98%
Sharpe
1.71
Sortino
4.34
Max drawdown
-15.16%
Best month
6.32%
Worst month
-7.50%
Beta vs VBTLX
0.74
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.