Average annual returns
Through 20251 year
8.83%
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.)
5.80%
Sharpe
0.98
Sortino
1.72
Max drawdown
-4.23%
Best month
3.74%
Worst month
-2.63%
Beta vs VBTLX
0.94
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.