Average annual returns
Through 20251 year
8.36%
3 year
9.12%
5 year
3.66%
10 year
5.42%
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.)
4.26%
Sharpe
1.88
Sortino
4.59
Max drawdown
-15.05%
Best month
5.69%
Worst month
-11.49%
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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