Average annual returns
Through 20251 year
7.93%
3 year
10.06%
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
47 months through Jan. 31, 2026Volatility (ann.)
5.19%
Sharpe
1.68
Sortino
4.10
Max drawdown
-13.12%
Best month
7.18%
Worst month
-7.86%
Beta vs VBTLX
0.75
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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