Average annual returns
Through 20251 year
8.25%
3 year
7.51%
5 year
1.24%
10 year
2.75%
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.)
4.00%
Sharpe
1.66
Sortino
3.66
Max drawdown
-16.91%
Best month
3.91%
Worst month
-4.99%
Beta vs VBTLX
0.66
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.