Average annual returns
Through 20251 year
7.08%
3 year
8.35%
5 year
4.03%
10 year
3.89%
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.)
2.97%
Sharpe
-1.79
Sortino
-1.79
Max drawdown
-38.19%
Best month
2.16%
Worst month
-3.64%
Beta vs VBTLX
0.45
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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