Average annual returns
Through 20251 year
7.98%
3 year
10.62%
5 year
5.31%
10 year
7.13%
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.)
4.15%
Sharpe
2.05
Sortino
5.76
Max drawdown
-14.49%
Best month
5.07%
Worst month
-13.34%
Beta vs VBTLX
0.53
Correlation
0.71
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.