Average annual returns
Through 20251 year
1.29%
3 year
—
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
78 months through Jan. 31, 2026Volatility (ann.)
5.61%
Sharpe
0.63
Sortino
1.08
Max drawdown
-16.15%
Best month
4.43%
Worst month
-4.08%
Beta vs VBTLX
0.97
Correlation
1.00
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.