Average annual returns
Through 20251 year
3.00%
3 year
-1.87%
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.)
16.56%
Sharpe
-0.27
Sortino
-0.40
Max drawdown
-23.50%
Best month
12.33%
Worst month
-9.31%
Beta vs VBTLX
2.73
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.