Average annual returns
Through 20251 year
8.30%
3 year
3.78%
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
42 months through Jan. 31, 2026Volatility (ann.)
6.78%
Sharpe
0.39
Sortino
0.62
Max drawdown
-8.10%
Best month
4.37%
Worst month
-3.23%
Beta vs VBTLX
1.16
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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