Average annual returns
Through 20251 year
17.87%
3 year
14.58%
5 year
3.49%
10 year
11.57%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
78 months through Jan. 31, 2026Volatility (ann.)
10.42%
Sharpe
1.35
Sortino
2.69
Max drawdown
-27.35%
Best month
14.71%
Worst month
-12.98%
Beta vs VBTLX
0.96
Correlation
0.53
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.