Average annual returns
Through 20251 year
7.37%
3 year
10.01%
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
48 months through Jan. 31, 2026Volatility (ann.)
4.09%
Sharpe
2.07
Sortino
5.48
Max drawdown
-12.94%
Best month
6.22%
Worst month
-7.18%
Beta vs VBTLX
0.55
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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