Average annual returns
Through 20251 year
13.61%
3 year
11.67%
5 year
1.97%
10 year
3.88%
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.)
5.93%
Sharpe
1.80
Sortino
4.25
Max drawdown
-32.17%
Best month
11.04%
Worst month
-17.54%
Beta vs VBTLX
0.64
Correlation
0.63
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.