Average annual returns
Through 20251 year
5.83%
3 year
5.70%
5 year
1.00%
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.)
3.21%
Sharpe
1.55
Sortino
3.17
Max drawdown
-13.75%
Best month
5.56%
Worst month
-8.13%
Beta vs VBTLX
0.52
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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