Average annual returns
Through 20251 year
13.29%
3 year
4.12%
5 year
-1.38%
10 year
0.43%
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.)
7.68%
Sharpe
0.52
Sortino
0.86
Max drawdown
-23.44%
Best month
5.48%
Worst month
-5.22%
Beta vs VBTLX
0.95
Correlation
0.71
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.