Average annual returns
Through 20251 year
8.78%
3 year
9.46%
5 year
3.96%
10 year
5.68%
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.)
4.30%
Sharpe
1.92
Sortino
4.65
Max drawdown
-14.96%
Best month
5.70%
Worst month
-11.56%
Beta vs VBTLX
0.61
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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