Average annual returns
Through 20251 year
16.21%
3 year
9.96%
5 year
2.39%
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.)
7.24%
Sharpe
1.17
Sortino
2.07
Max drawdown
-23.16%
Best month
7.76%
Worst month
-13.46%
Beta vs VBTLX
1.02
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.