Average annual returns
Through 20251 year
15.05%
3 year
—
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
30 months through Jan. 31, 2026Volatility (ann.)
17.92%
Sharpe
0.76
Sortino
1.35
Max drawdown
-14.97%
Best month
13.75%
Worst month
-9.49%
Beta vs VBTLX
0.47
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.