Average annual returns
Through 20251 year
7.15%
3 year
5.00%
5 year
5.54%
10 year
5.31%
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.)
5.84%
Sharpe
0.66
Sortino
1.12
Max drawdown
-17.81%
Best month
4.58%
Worst month
-4.27%
Beta vs VBTLX
0.45
Correlation
0.45
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.