Average annual returns
Through 20251 year
18.33%
3 year
5.07%
5 year
10.87%
10 year
6.03%
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.)
10.97%
Sharpe
0.75
Sortino
1.34
Max drawdown
-25.56%
Best month
9.72%
Worst month
-15.50%
Beta vs VBTLX
0.28
Correlation
0.15
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.