Average annual returns
Through 20251 year
14.59%
3 year
11.29%
5 year
1.54%
10 year
4.61%
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.)
6.69%
Sharpe
1.58
Sortino
3.42
Max drawdown
-27.53%
Best month
7.68%
Worst month
-18.78%
Beta vs VBTLX
0.93
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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