Average annual returns
Through 20251 year
4.81%
3 year
9.67%
5 year
5.20%
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
75 months through March 31, 2026Volatility (ann.)
3.97%
Sharpe
2.11
Sortino
4.81
Max drawdown
-18.08%
Best month
7.62%
Worst month
-16.54%
Beta vs VBTLX
-0.03
Correlation
-0.05
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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