Average annual returns
Through 20251 year
9.39%
3 year
—
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
32 months through Jan. 31, 2026Volatility (ann.)
7.08%
Sharpe
0.91
Sortino
1.77
Max drawdown
-5.88%
Best month
6.93%
Worst month
-3.11%
Beta vs VBTLX
1.23
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.