Average annual returns
Through 20251 year
4.57%
3 year
4.26%
5 year
0.17%
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
72 months through Jan. 31, 2026Volatility (ann.)
2.45%
Sharpe
1.55
Sortino
2.89
Max drawdown
-12.74%
Best month
3.08%
Worst month
-2.92%
Beta vs VBTLX
0.34
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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