Average annual returns
Through 20251 year
14.84%
3 year
11.80%
5 year
3.11%
10 year
4.65%
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.)
6.61%
Sharpe
1.68
Sortino
3.51
Max drawdown
-24.07%
Best month
8.19%
Worst month
-14.45%
Beta vs VBTLX
0.92
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.