Average annual returns
Through 20251 year
7.38%
3 year
3.21%
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
55 months through March 31, 2026Volatility (ann.)
6.86%
Sharpe
0.23
Sortino
0.35
Max drawdown
-23.16%
Best month
6.63%
Worst month
-9.62%
Beta vs VBTLX
1.19
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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