Average annual returns
Through 20251 year
2.64%
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.)
26.28%
Sharpe
0.80
Sortino
1.34
Max drawdown
-31.71%
Best month
16.28%
Worst month
-14.54%
Beta vs VBTLX
1.01
Correlation
0.22
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.