Average annual returns
Through 20251 year
4.96%
3 year
5.29%
5 year
1.03%
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.)
2.24%
Sharpe
2.13
Sortino
4.56
Max drawdown
-12.09%
Best month
4.54%
Worst month
-6.37%
Beta vs VBTLX
0.34
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.