Average annual returns
Through 20251 year
8.27%
3 year
6.73%
5 year
0.21%
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
68 months through Jan. 31, 2026Volatility (ann.)
5.92%
Sharpe
0.92
Sortino
1.69
Max drawdown
-20.14%
Best month
5.46%
Worst month
-5.30%
Beta vs VBTLX
1.00
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.