Average annual returns
Through 20251 year
8.92%
3 year
6.56%
5 year
0.57%
10 year
2.90%
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.)
5.50%
Sharpe
1.06
Sortino
2.09
Max drawdown
-20.48%
Best month
4.53%
Worst month
-8.25%
Beta vs VBTLX
0.38
Correlation
0.39
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.