Average annual returns
Through 20251 year
27.91%
3 year
—
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
33 months through Jan. 31, 2026Volatility (ann.)
30.27%
Sharpe
2.19
Sortino
4.86
Max drawdown
-22.52%
Best month
24.65%
Worst month
-13.26%
Beta vs VBTLX
0.50
Correlation
0.09
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.