Average annual returns
Through 20251 year
8.67%
3 year
9.03%
5 year
4.12%
10 year
5.77%
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.)
4.36%
Sharpe
1.75
Sortino
4.16
Max drawdown
-13.00%
Best month
6.04%
Worst month
-10.07%
Beta vs VBTLX
0.66
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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