Average annual returns
Through 20251 year
14.17%
3 year
30.48%
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
39 months through Jan. 31, 2026Volatility (ann.)
44.49%
Sharpe
0.53
Sortino
0.89
Max drawdown
-32.23%
Best month
31.29%
Worst month
-31.72%
Beta vs VBTLX
-0.07
Correlation
-0.01
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.