Average annual returns
Through 20251 year
9.02%
3 year
9.65%
5 year
4.56%
10 year
6.29%
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.)
4.41%
Sharpe
1.87
Sortino
4.85
Max drawdown
-13.14%
Best month
5.26%
Worst month
-7.54%
Beta vs VBTLX
0.64
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.