Average annual returns
Through 20251 year
13.05%
3 year
9.71%
5 year
1.54%
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.)
6.77%
Sharpe
1.27
Sortino
2.54
Max drawdown
-24.49%
Best month
7.52%
Worst month
-13.22%
Beta vs VBTLX
1.04
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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