Average annual returns
Through 20251 year
15.44%
3 year
11.99%
5 year
0.57%
10 year
3.30%
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.)
9.83%
Sharpe
1.04
Sortino
2.14
Max drawdown
-34.62%
Best month
10.77%
Worst month
-16.12%
Beta vs VBTLX
1.41
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.