Average annual returns
Through 20251 year
19.32%
3 year
9.45%
5 year
1.09%
10 year
3.93%
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.)
8.87%
Sharpe
0.74
Sortino
1.16
Max drawdown
-26.60%
Best month
7.71%
Worst month
-12.67%
Beta vs VBTLX
1.18
Correlation
0.74
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.