Average annual returns
Through 20251 year
7.87%
3 year
8.66%
5 year
3.01%
10 year
4.81%
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.)
4.91%
Sharpe
1.86
Sortino
4.61
Max drawdown
-16.33%
Best month
9.03%
Worst month
-14.05%
Beta vs VBTLX
0.67
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.