Average annual returns
Through 20251 year
20.10%
3 year
12.06%
5 year
2.40%
10 year
4.47%
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.)
8.03%
Sharpe
1.30
Sortino
2.30
Max drawdown
-28.04%
Best month
7.73%
Worst month
-14.66%
Beta vs VBTLX
0.36
Correlation
0.25
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.