Average annual returns
Through 20251 year
6.92%
3 year
4.10%
5 year
0.73%
10 year
3.11%
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.)
4.33%
Sharpe
0.68
Sortino
1.14
Max drawdown
-14.12%
Best month
4.47%
Worst month
-6.65%
Beta vs VBTLX
0.75
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.