Average annual returns
Through 20251 year
8.09%
3 year
4.94%
5 year
-0.12%
10 year
3.01%
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.)
6.33%
Sharpe
0.57
Sortino
0.97
Max drawdown
-17.15%
Best month
5.28%
Worst month
-4.54%
Beta vs VBTLX
1.14
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.