Average annual returns
Through 20251 year
8.00%
3 year
9.52%
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
45 months through Jan. 31, 2026Volatility (ann.)
4.27%
Sharpe
1.94
Sortino
5.11
Max drawdown
-8.09%
Best month
6.15%
Worst month
-7.25%
Beta vs VBTLX
0.60
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.