Average annual returns
Through 20251 year
6.17%
3 year
6.49%
5 year
2.96%
10 year
4.20%
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.)
4.44%
Sharpe
1.21
Sortino
2.65
Max drawdown
-17.56%
Best month
4.99%
Worst month
-15.61%
Beta vs VBTLX
0.68
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.