Average annual returns
Through 20251 year
9.21%
3 year
9.99%
5 year
4.29%
10 year
5.74%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
49 months through Jan. 31, 2026Volatility (ann.)
4.27%
Sharpe
2.08
Sortino
5.30
Max drawdown
-14.64%
Best month
5.75%
Worst month
-6.91%
Beta vs VBTLX
0.60
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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