Average annual returns
Through 20251 year
10.19%
3 year
2.89%
5 year
-5.09%
10 year
-0.31%
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.)
10.07%
Sharpe
0.23
Sortino
0.36
Max drawdown
-33.77%
Best month
7.38%
Worst month
-7.35%
Beta vs VBTLX
1.48
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.