Average annual returns
Through 20251 year
7.10%
3 year
7.06%
5 year
2.76%
10 year
4.08%
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
1.72
Sortino
4.24
Max drawdown
-2.63%
Best month
4.09%
Worst month
-1.77%
Beta vs VBTLX
0.67
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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