Average annual returns
Through 20251 year
7.59%
3 year
6.62%
5 year
0.65%
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
77 months through Jan. 31, 2026Volatility (ann.)
5.07%
Sharpe
1.10
Sortino
2.09
Max drawdown
-17.73%
Best month
6.32%
Worst month
-8.69%
Beta vs VBTLX
0.85
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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