Average annual returns
Through 20251 year
8.66%
3 year
7.80%
5 year
1.56%
10 year
4.51%
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.)
4.34%
Sharpe
1.60
Sortino
3.24
Max drawdown
-21.22%
Best month
5.77%
Worst month
-14.22%
Beta vs VBTLX
0.66
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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