Average annual returns
Through 20251 year
7.23%
3 year
7.82%
5 year
0.67%
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.)
4.35%
Sharpe
1.67
Sortino
3.68
Max drawdown
-20.46%
Best month
4.48%
Worst month
-7.99%
Beta vs VBTLX
0.71
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.