Average annual returns
Through 20251 year
7.60%
3 year
13.17%
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.)
6.75%
Sharpe
1.61
Sortino
3.64
Max drawdown
-7.99%
Best month
5.94%
Worst month
-7.39%
Beta vs VBTLX
0.60
Correlation
0.52
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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