Average annual returns
Through 20251 year
7.96%
3 year
3.92%
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
55 months through Jan. 31, 2026Volatility (ann.)
6.55%
Sharpe
0.41
Sortino
0.65
Max drawdown
-20.41%
Best month
4.33%
Worst month
-4.83%
Beta vs VBTLX
1.11
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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