Average annual returns
Through 20251 year
7.70%
3 year
4.42%
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
42 months through Jan. 31, 2026Volatility (ann.)
5.11%
Sharpe
0.71
Sortino
1.19
Max drawdown
-4.84%
Best month
3.13%
Worst month
-2.49%
Beta vs VBTLX
0.85
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.