Average annual returns
Through 20251 year
6.80%
3 year
8.86%
5 year
4.23%
10 year
5.69%
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.)
4.07%
Sharpe
1.80
Sortino
4.62
Max drawdown
-14.29%
Best month
4.42%
Worst month
-13.14%
Beta vs VBTLX
0.56
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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