Average annual returns
Through 20251 year
7.86%
3 year
4.72%
5 year
1.83%
10 year
3.21%
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.)
4.50%
Sharpe
0.94
Sortino
1.75
Max drawdown
-11.00%
Best month
4.48%
Worst month
-6.06%
Beta vs VBTLX
0.71
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.