Average annual returns
Through 20251 year
7.69%
3 year
8.45%
5 year
3.26%
10 year
4.77%
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.)
3.92%
Sharpe
1.75
Sortino
4.37
Max drawdown
-14.16%
Best month
5.95%
Worst month
-9.34%
Beta vs VBTLX
0.59
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.