Average annual returns
Through 20251 year
7.37%
3 year
5.39%
5 year
-0.62%
10 year
2.55%
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.)
6.62%
Sharpe
0.62
Sortino
1.07
Max drawdown
-20.60%
Best month
5.85%
Worst month
-5.29%
Beta vs VBTLX
1.13
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.