Average annual returns
Through 20251 year
5.30%
3 year
5.31%
5 year
2.13%
10 year
2.39%
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.)
1.73%
Sharpe
2.88
Sortino
8.76
Max drawdown
-6.31%
Best month
1.87%
Worst month
-1.94%
Beta vs VBTLX
0.28
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.