Average annual returns
Through 20251 year
8.42%
3 year
8.81%
5 year
3.74%
10 year
5.01%
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.)
4.21%
Sharpe
1.81
Sortino
4.33
Max drawdown
-14.20%
Best month
6.00%
Worst month
-11.60%
Beta vs VBTLX
0.62
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.