Average annual returns
Through 20251 year
8.04%
3 year
9.16%
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.)
4.32%
Sharpe
1.87
Sortino
4.71
Max drawdown
-10.09%
Best month
6.13%
Worst month
-6.39%
Beta vs VBTLX
0.64
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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