Average annual returns
Through 20251 year
7.27%
3 year
6.08%
5 year
-2.75%
10 year
3.60%
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.)
11.93%
Sharpe
0.29
Sortino
0.48
Max drawdown
-32.26%
Best month
10.99%
Worst month
-9.77%
Beta vs VBTLX
1.98
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.