Average annual returns
Through 20251 year
10.62%
3 year
3.20%
5 year
-1.28%
10 year
3.03%
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.)
9.91%
Sharpe
0.24
Sortino
0.36
Max drawdown
-24.46%
Best month
8.47%
Worst month
-7.24%
Beta vs VBTLX
1.64
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.