Average annual returns
Through 20251 year
13.02%
3 year
9.69%
5 year
1.52%
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
1.26
Sortino
2.53
Max drawdown
-24.50%
Best month
7.55%
Worst month
-13.24%
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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