Average annual returns
Through 20251 year
9.09%
3 year
8.55%
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
54 months through March 31, 2026Volatility (ann.)
4.44%
Sharpe
1.60
Sortino
3.66
Max drawdown
-14.43%
Best month
4.31%
Worst month
-4.68%
Beta vs VBTLX
0.76
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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