Average annual returns
Through 20251 year
8.06%
3 year
8.60%
5 year
3.00%
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.)
4.94%
Sharpe
1.49
Sortino
3.56
Max drawdown
-15.30%
Best month
5.22%
Worst month
-7.88%
Beta vs VBTLX
0.82
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.