Average annual returns
Through 20251 year
6.09%
3 year
4.52%
5 year
-2.78%
10 year
1.02%
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.)
11.45%
Sharpe
-0.97
Sortino
-1.25
Max drawdown
-44.46%
Best month
10.29%
Worst month
-9.28%
Beta vs VBTLX
1.84
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.