Average annual returns
Through 20251 year
7.32%
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.)
3.36%
Sharpe
1.78
Sortino
3.94
Max drawdown
-1.73%
Best month
2.26%
Worst month
-1.39%
Beta vs VBTLX
0.51
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.