Average annual returns
Through 20251 year
4.24%
3 year
5.94%
5 year
0.61%
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
80 months through March 31, 2026Volatility (ann.)
3.65%
Sharpe
1.34
Sortino
2.75
Max drawdown
-15.01%
Best month
3.19%
Worst month
-4.82%
Beta vs VBTLX
0.58
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.