Average annual returns
Through 20251 year
6.04%
3 year
4.72%
5 year
2.88%
10 year
2.69%
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.)
2.10%
Sharpe
1.99
Sortino
5.02
Max drawdown
-7.58%
Best month
2.14%
Worst month
-3.53%
Beta vs VBTLX
0.17
Correlation
0.46
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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