Average annual returns
Through 20251 year
7.55%
3 year
2.92%
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.)
9.15%
Sharpe
0.15
Sortino
0.24
Max drawdown
-12.13%
Best month
6.11%
Worst month
-4.53%
Beta vs VBTLX
1.57
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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