Average annual returns
Through 20251 year
13.47%
3 year
10.88%
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.)
4.34%
Sharpe
2.41
Sortino
6.51
Max drawdown
-5.12%
Best month
5.71%
Worst month
-5.06%
Beta vs VBTLX
0.58
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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