Average annual returns
Through 20251 year
7.04%
3 year
5.76%
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
57 months through Jan. 31, 2026Volatility (ann.)
6.74%
Sharpe
0.64
Sortino
1.13
Max drawdown
-22.69%
Best month
6.06%
Worst month
-5.82%
Beta vs VBTLX
1.14
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.