Average annual returns
Through 20251 year
7.29%
3 year
4.72%
5 year
-0.59%
10 year
1.89%
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.)
6.11%
Sharpe
0.58
Sortino
0.97
Max drawdown
-18.22%
Best month
4.97%
Worst month
-4.72%
Beta vs VBTLX
1.05
Correlation
1.00
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.