Average annual returns
Through 20251 year
6.97%
3 year
6.22%
5 year
0.84%
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.)
4.10%
Sharpe
1.29
Sortino
2.50
Max drawdown
-16.16%
Best month
5.80%
Worst month
-8.62%
Beta vs VBTLX
0.68
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.