Average annual returns
Through 20251 year
8.15%
3 year
9.81%
5 year
7.12%
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
75 months through March 31, 2026Volatility (ann.)
2.47%
Sharpe
3.73
Sortino
13.66
Max drawdown
-7.03%
Best month
3.55%
Worst month
-6.76%
Beta vs VBTLX
0.25
Correlation
0.55
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.