Average annual returns
Through 20251 year
5.79%
3 year
7.86%
5 year
—
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
50 months through March 31, 2026Volatility (ann.)
3.29%
Sharpe
2.34
Sortino
6.21
Max drawdown
-8.09%
Best month
3.01%
Worst month
-2.58%
Beta vs VBTLX
0.39
Correlation
0.65
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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