Average annual returns
Through 20251 year
9.09%
3 year
7.07%
5 year
—
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
56 months through Jan. 31, 2026Volatility (ann.)
6.66%
Sharpe
0.85
Sortino
1.55
Max drawdown
-21.97%
Best month
6.21%
Worst month
-5.89%
Beta vs VBTLX
1.13
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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