Average annual returns
Through 20251 year
6.93%
3 year
8.76%
5 year
4.55%
10 year
5.24%
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.)
3.46%
Sharpe
2.14
Sortino
5.82
Max drawdown
-13.53%
Best month
4.19%
Worst month
-11.92%
Beta vs VBTLX
0.49
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.