Average annual returns
Through 20251 year
8.67%
3 year
9.35%
5 year
3.83%
10 year
5.57%
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.)
4.27%
Sharpe
1.91
Sortino
4.70
Max drawdown
-15.04%
Best month
5.70%
Worst month
-11.46%
Beta vs VBTLX
0.61
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.