Average annual returns
Through 20251 year
6.64%
3 year
3.91%
5 year
0.77%
10 year
2.71%
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.)
4.52%
Sharpe
0.75
Sortino
1.33
Max drawdown
-13.79%
Best month
4.27%
Worst month
-6.65%
Beta vs VBTLX
0.74
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.