Average annual returns
Through 20251 year
8.59%
3 year
3.30%
5 year
-0.88%
10 year
—
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.)
6.06%
Sharpe
0.30
Sortino
0.46
Max drawdown
-17.90%
Best month
4.36%
Worst month
-6.24%
Beta vs VBTLX
1.05
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.