Average annual returns
Through 20251 year
8.00%
3 year
6.71%
5 year
1.55%
10 year
3.28%
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.)
4.14%
Sharpe
1.40
Sortino
2.83
Max drawdown
-14.01%
Best month
4.22%
Worst month
-5.01%
Beta vs VBTLX
0.70
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.