Average annual returns
Through 20251 year
20.17%
3 year
16.13%
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
39 months through Jan. 31, 2026Volatility (ann.)
29.06%
Sharpe
0.39
Sortino
0.65
Max drawdown
-24.59%
Best month
17.15%
Worst month
-11.64%
Beta vs VBTLX
1.87
Correlation
0.37
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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