Average annual returns
Through 20251 year
8.94%
3 year
—
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
30 months through March 31, 2026Volatility (ann.)
4.02%
Sharpe
2.23
Sortino
7.45
Max drawdown
-1.19%
Best month
4.39%
Worst month
-1.19%
Beta vs VBTLX
0.62
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.