Average annual returns
Through 20251 year
9.96%
3 year
10.24%
5 year
4.02%
10 year
6.34%
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.)
4.71%
Sharpe
1.95
Sortino
4.79
Max drawdown
-16.81%
Best month
6.03%
Worst month
-10.77%
Beta vs VBTLX
0.67
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.