Average annual returns
Through 20251 year
11.95%
3 year
11.56%
5 year
3.29%
10 year
9.94%
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.)
9.94%
Sharpe
1.18
Sortino
2.16
Max drawdown
-23.20%
Best month
11.01%
Worst month
-11.19%
Beta vs VBTLX
0.51
Correlation
0.30
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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