Average annual returns
Through 20251 year
10.22%
3 year
10.19%
5 year
4.49%
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.)
6.64%
Sharpe
1.25
Sortino
1.80
Max drawdown
-16.28%
Best month
9.38%
Worst month
-14.81%
Beta vs VBTLX
0.39
Correlation
0.34
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.