Average annual returns
Through 20251 year
8.54%
3 year
8.88%
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
48 months through Jan. 31, 2026Volatility (ann.)
4.39%
Sharpe
1.82
Sortino
4.58
Max drawdown
-10.25%
Best month
5.98%
Worst month
-5.66%
Beta vs VBTLX
0.70
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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