Average annual returns
Through 20251 year
2.66%
3 year
4.91%
5 year
0.23%
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
77 months through March 31, 2026Volatility (ann.)
3.45%
Sharpe
1.14
Sortino
2.24
Max drawdown
-12.49%
Best month
3.00%
Worst month
-2.78%
Beta vs VBTLX
0.50
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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