Average annual returns
Through 20251 year
8.79%
3 year
10.17%
5 year
4.50%
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
78 months through Jan. 31, 2026Volatility (ann.)
4.45%
Sharpe
2.01
Sortino
5.41
Max drawdown
-14.80%
Best month
6.01%
Worst month
-11.64%
Beta vs VBTLX
0.65
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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