Average annual returns
Through 20251 year
7.47%
3 year
4.20%
5 year
-1.46%
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
67 months through Jan. 31, 2026Volatility (ann.)
5.79%
Sharpe
0.53
Sortino
0.85
Max drawdown
-22.28%
Best month
3.67%
Worst month
-4.41%
Beta vs VBTLX
0.97
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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