Average annual returns
Through 20251 year
6.87%
3 year
8.71%
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.)
4.43%
Sharpe
1.81
Sortino
3.57
Max drawdown
-8.36%
Best month
5.27%
Worst month
-6.61%
Beta vs VBTLX
0.50
Correlation
0.65
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.