Average annual returns
Through 20251 year
7.05%
3 year
5.74%
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
43 months through March 31, 2026Volatility (ann.)
3.41%
Sharpe
1.44
Sortino
2.94
Max drawdown
-2.88%
Best month
2.93%
Worst month
-2.38%
Beta vs VBTLX
0.60
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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