Average annual returns
Through 20251 year
6.13%
3 year
3.20%
5 year
0.23%
10 year
2.32%
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.)
4.83%
Sharpe
0.56
Sortino
0.96
Max drawdown
-15.06%
Best month
4.20%
Worst month
-6.29%
Beta vs VBTLX
0.79
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.