Average annual returns
Through 20251 year
6.71%
3 year
4.07%
5 year
0.89%
10 year
2.90%
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.)
4.42%
Sharpe
0.80
Sortino
1.44
Max drawdown
-13.70%
Best month
4.24%
Worst month
-6.63%
Beta vs VBTLX
0.72
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.