Average annual returns
Through 20251 year
8.57%
3 year
10.30%
5 year
5.04%
10 year
6.15%
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.)
4.33%
Sharpe
2.05
Sortino
5.43
Max drawdown
-19.94%
Best month
5.44%
Worst month
-11.53%
Beta vs VBTLX
0.19
Correlation
0.25
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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