Average annual returns
Through 20251 year
8.04%
3 year
9.43%
5 year
4.31%
10 year
6.07%
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.)
4.30%
Sharpe
1.89
Sortino
4.90
Max drawdown
-13.02%
Best month
5.71%
Worst month
-9.17%
Beta vs VBTLX
0.62
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.