Average annual returns
Through 20251 year
8.52%
3 year
3.74%
5 year
-2.54%
10 year
1.60%
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.)
7.31%
Sharpe
0.32
Sortino
0.51
Max drawdown
-25.35%
Best month
5.50%
Worst month
-5.96%
Beta vs VBTLX
1.23
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.