Average annual returns
Through 20251 year
6.65%
3 year
6.20%
5 year
2.22%
10 year
2.87%
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.)
2.51%
Sharpe
2.17
Sortino
5.49
Max drawdown
-9.24%
Best month
3.43%
Worst month
-5.18%
Beta vs VBTLX
0.43
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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