Average annual returns
Through 20251 year
8.95%
3 year
10.18%
5 year
4.90%
10 year
6.56%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
79 months through March 31, 2026Volatility (ann.)
4.55%
Sharpe
1.85
Sortino
4.81
Max drawdown
-14.22%
Best month
6.23%
Worst month
-10.09%
Beta vs VBTLX
0.65
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.