Average annual returns
Through 20251 year
7.54%
3 year
9.76%
5 year
5.09%
10 year
6.52%
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.)
4.01%
Sharpe
2.11
Sortino
5.09
Max drawdown
-18.15%
Best month
4.80%
Worst month
-14.39%
Beta vs VBTLX
0.03
Correlation
0.04
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.