Average annual returns
Through 20251 year
14.87%
3 year
11.71%
5 year
3.46%
10 year
5.29%
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.)
6.71%
Sharpe
1.63
Sortino
3.46
Max drawdown
-22.78%
Best month
7.68%
Worst month
-14.99%
Beta vs VBTLX
1.01
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.