Average annual returns
Through 20251 year
7.88%
3 year
8.84%
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
42 months through March 31, 2026Volatility (ann.)
4.59%
Sharpe
1.63
Sortino
4.10
Max drawdown
-2.69%
Best month
4.99%
Worst month
-1.98%
Beta vs VBTLX
0.74
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.