Average annual returns
Through 20251 year
15.81%
3 year
11.11%
5 year
5.88%
10 year
10.37%
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.)
8.26%
Sharpe
1.35
Sortino
2.66
Max drawdown
-16.00%
Best month
10.79%
Worst month
-12.03%
Beta vs VBTLX
0.78
Correlation
0.55
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.