Average annual returns
Through 20251 year
22.10%
3 year
—
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
29 months through Jan. 31, 2026Volatility (ann.)
15.46%
Sharpe
0.96
Sortino
1.65
Max drawdown
-10.87%
Best month
10.14%
Worst month
-8.48%
Beta vs VBTLX
0.83
Correlation
0.32
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.