Average annual returns
Through 20251 year
4.58%
3 year
7.03%
5 year
4.17%
10 year
5.62%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
75 months through March 31, 2026Volatility (ann.)
3.31%
Sharpe
1.74
Sortino
3.40
Max drawdown
-3.83%
Best month
3.72%
Worst month
-2.12%
Beta vs VBTLX
0.34
Correlation
0.56
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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