Average annual returns
Through 20251 year
5.38%
3 year
4.31%
5 year
-0.23%
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.)
3.35%
Sharpe
1.11
Sortino
1.96
Max drawdown
-15.19%
Best month
3.34%
Worst month
-3.28%
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.