Average annual returns
Through 20251 year
14.13%
3 year
11.13%
5 year
2.05%
10 year
4.10%
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.)
6.45%
Sharpe
1.58
Sortino
3.17
Max drawdown
-28.36%
Best month
8.94%
Worst month
-16.76%
Beta vs VBTLX
0.95
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.