Average annual returns
Through 20251 year
4.97%
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
29 months through Jan. 31, 2026Volatility (ann.)
1.27%
Sharpe
4.12
Sortino
14.94
Max drawdown
-0.47%
Best month
1.05%
Worst month
-0.47%
Beta vs VBTLX
0.16
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.