Average annual returns
Through 20251 year
8.88%
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.)
5.13%
Sharpe
1.82
Sortino
4.97
Max drawdown
-3.22%
Best month
5.64%
Worst month
-2.07%
Beta vs VBTLX
0.80
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.