Average annual returns
Through 20251 year
7.70%
3 year
6.42%
5 year
—
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
53 months through Jan. 31, 2026Volatility (ann.)
6.98%
Sharpe
0.74
Sortino
1.35
Max drawdown
-19.79%
Best month
6.43%
Worst month
-4.93%
Beta vs VBTLX
1.18
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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