Average annual returns
Through 20251 year
7.97%
3 year
8.65%
5 year
3.19%
10 year
4.90%
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.)
4.20%
Sharpe
1.77
Sortino
4.12
Max drawdown
-15.45%
Best month
5.64%
Worst month
-11.51%
Beta vs VBTLX
0.59
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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