Average annual returns
Through 20251 year
22.37%
3 year
14.81%
5 year
5.33%
10 year
12.37%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
81 months through March 31, 2026Volatility (ann.)
11.65%
Sharpe
1.26
Sortino
2.46
Max drawdown
-23.65%
Best month
12.85%
Worst month
-11.66%
Beta vs VBTLX
1.21
Correlation
0.57
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.