Average annual returns
Through 20251 year
10.26%
3 year
9.33%
5 year
6.03%
10 year
4.38%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
75 months through March 31, 2026Volatility (ann.)
5.43%
Sharpe
1.51
Sortino
5.28
Max drawdown
-13.84%
Best month
7.46%
Worst month
-10.08%
Beta vs VBTLX
0.14
Correlation
0.14
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.