Average annual returns
Through 20251 year
15.49%
3 year
11.10%
5 year
2.54%
10 year
4.34%
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.)
6.47%
Sharpe
1.57
Sortino
3.24
Max drawdown
-23.75%
Best month
7.91%
Worst month
-19.23%
Beta vs VBTLX
0.90
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.