Average annual returns
Through 20251 year
9.28%
3 year
4.07%
5 year
-2.35%
10 year
1.43%
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.)
7.39%
Sharpe
0.33
Sortino
0.51
Max drawdown
-25.67%
Best month
5.89%
Worst month
-5.61%
Beta vs VBTLX
1.22
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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