Average annual returns
Through 20251 year
8.30%
3 year
10.14%
5 year
—
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
52 months through Jan. 31, 2026Volatility (ann.)
4.64%
Sharpe
1.96
Sortino
5.29
Max drawdown
-12.55%
Best month
5.29%
Worst month
-6.26%
Beta vs VBTLX
0.67
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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