Average annual returns
Through 20251 year
16.01%
3 year
10.34%
5 year
2.33%
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
65 months through Jan. 31, 2026Volatility (ann.)
7.42%
Sharpe
1.31
Sortino
2.79
Max drawdown
-22.72%
Best month
7.39%
Worst month
-5.46%
Beta vs VBTLX
1.07
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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