Average annual returns
Through 20251 year
8.77%
3 year
3.97%
5 year
-0.61%
10 year
3.32%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
72 months through Jan. 31, 2026Volatility (ann.)
16.86%
Sharpe
0.24
Sortino
0.39
Max drawdown
-27.47%
Best month
11.89%
Worst month
-9.82%
Beta vs VBTLX
1.43
Correlation
0.49
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.