Average annual returns
Through 20251 year
22.92%
3 year
8.46%
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
63 months through March 31, 2026Volatility (ann.)
12.72%
Sharpe
0.52
Sortino
0.77
Max drawdown
-31.15%
Best month
7.40%
Worst month
-7.66%
Beta vs VBTLX
2.00
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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