Average annual returns
Through 20251 year
7.57%
3 year
9.23%
5 year
3.87%
10 year
5.56%
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.)
4.41%
Sharpe
1.75
Sortino
4.27
Max drawdown
-15.87%
Best month
6.06%
Worst month
-13.82%
Beta vs VBTLX
0.65
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.