Average annual returns
Through 20251 year
7.43%
3 year
10.69%
5 year
6.96%
10 year
7.57%
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.)
4.44%
Sharpe
2.17
Sortino
6.39
Max drawdown
-15.15%
Best month
4.91%
Worst month
-13.44%
Beta vs VBTLX
0.62
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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