Average annual returns
Through 20251 year
8.07%
3 year
3.82%
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
43 months through Jan. 31, 2026Volatility (ann.)
6.89%
Sharpe
0.37
Sortino
0.59
Max drawdown
-12.47%
Best month
4.52%
Worst month
-4.95%
Beta vs VBTLX
1.17
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.