Average annual returns
Through 20251 year
6.93%
3 year
4.45%
5 year
-0.59%
10 year
2.03%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
72 months through Jan. 31, 2026Volatility (ann.)
5.43%
Sharpe
0.60
Sortino
1.04
Max drawdown
-18.77%
Best month
4.01%
Worst month
-4.21%
Beta vs VBTLX
0.44
Correlation
0.47
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.