Average annual returns
Through 20251 year
9.29%
3 year
10.55%
5 year
4.19%
10 year
6.21%
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.)
3.99%
Sharpe
2.23
Sortino
6.51
Max drawdown
-17.22%
Best month
7.24%
Worst month
-15.18%
Beta vs VBTLX
0.52
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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