Average annual returns
Through 20251 year
14.95%
3 year
10.96%
5 year
1.87%
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.)
6.46%
Sharpe
1.56
Sortino
3.30
Max drawdown
-26.54%
Best month
8.25%
Worst month
-18.45%
Beta vs VBTLX
0.93
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.