Average annual returns
Through 20251 year
-7.94%
3 year
-1.16%
5 year
1.06%
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
78 months through Jan. 31, 2026Volatility (ann.)
10.19%
Sharpe
-0.09
Sortino
-0.12
Max drawdown
-17.57%
Best month
6.20%
Worst month
-8.28%
Beta vs VBTLX
-0.66
Correlation
-0.38
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.