Average annual returns
Through 20251 year
9.59%
3 year
10.27%
5 year
5.03%
10 year
6.10%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
51 months through Jan. 31, 2026Volatility (ann.)
6.43%
Sharpe
1.41
Sortino
2.71
Max drawdown
-15.52%
Best month
5.18%
Worst month
-5.53%
Beta vs VBTLX
0.91
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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