Average annual returns
Through 20251 year
8.64%
3 year
9.00%
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.)
5.67%
Sharpe
1.33
Sortino
2.98
Max drawdown
-12.70%
Best month
6.72%
Worst month
-7.24%
Beta vs VBTLX
0.73
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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