Average annual returns
Through 20251 year
14.64%
3 year
12.32%
5 year
3.15%
10 year
5.12%
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.)
7.25%
Sharpe
1.53
Sortino
3.11
Max drawdown
-25.21%
Best month
8.64%
Worst month
-16.02%
Beta vs VBTLX
1.03
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.