Average annual returns
Through 20251 year
6.04%
3 year
5.10%
5 year
3.49%
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
78 months through Jan. 31, 2026Volatility (ann.)
1.97%
Sharpe
2.55
Sortino
8.33
Max drawdown
-4.49%
Best month
1.91%
Worst month
-3.15%
Beta vs VBTLX
0.26
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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