Average annual returns
Through 20251 year
7.79%
3 year
8.91%
5 year
5.21%
10 year
5.63%
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.)
3.35%
Sharpe
2.41
Sortino
7.08
Max drawdown
-11.45%
Best month
4.69%
Worst month
-10.22%
Beta vs VBTLX
0.45
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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