Average annual returns
Through 20251 year
8.72%
3 year
8.61%
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.)
4.38%
Sharpe
1.73
Sortino
4.15
Max drawdown
-7.45%
Best month
6.35%
Worst month
-6.65%
Beta vs VBTLX
0.68
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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