Average annual returns
Through 20251 year
5.99%
3 year
5.91%
5 year
2.56%
10 year
2.67%
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.)
1.78%
Sharpe
3.08
Sortino
9.64
Max drawdown
-6.49%
Best month
2.00%
Worst month
-3.77%
Beta vs VBTLX
0.29
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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