Average annual returns
Through 20251 year
9.25%
3 year
9.56%
5 year
4.69%
10 year
5.99%
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.)
5.01%
Sharpe
1.72
Sortino
3.98
Max drawdown
-18.42%
Best month
5.83%
Worst month
-14.88%
Beta vs VBTLX
0.72
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.