Average annual returns
Through 20251 year
13.43%
3 year
11.36%
5 year
1.83%
10 year
4.61%
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.)
6.78%
Sharpe
1.54
Sortino
3.26
Max drawdown
-26.89%
Best month
8.21%
Worst month
-18.40%
Beta vs VBTLX
0.92
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.