Average annual returns
Through 20251 year
3.07%
3 year
5.45%
5 year
0.57%
10 year
2.56%
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.)
3.32%
Sharpe
1.48
Sortino
3.56
Max drawdown
-12.49%
Best month
2.87%
Worst month
-2.91%
Beta vs VBTLX
0.48
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.