Average annual returns
Through 20251 year
7.58%
3 year
8.80%
5 year
3.70%
10 year
5.09%
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.)
4.04%
Sharpe
1.88
Sortino
5.04
Max drawdown
-15.13%
Best month
6.65%
Worst month
-11.83%
Beta vs VBTLX
0.58
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.