Average annual returns
Through 20251 year
7.97%
3 year
5.05%
5 year
-0.31%
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
51 months through Jan. 31, 2026Volatility (ann.)
6.14%
Sharpe
0.67
Sortino
1.15
Max drawdown
-17.13%
Best month
4.56%
Worst month
-4.35%
Beta vs VBTLX
1.06
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.