Average annual returns
Through 20251 year
19.85%
3 year
11.78%
5 year
2.15%
10 year
4.21%
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.)
8.01%
Sharpe
1.27
Sortino
2.21
Max drawdown
-28.25%
Best month
7.85%
Worst month
-14.73%
Beta vs VBTLX
0.37
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.