Average annual returns
Through 20251 year
9.10%
3 year
6.95%
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
44 months through Jan. 31, 2026Volatility (ann.)
7.15%
Sharpe
0.77
Sortino
1.38
Max drawdown
-10.03%
Best month
6.60%
Worst month
-5.75%
Beta vs VBTLX
1.21
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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