Average annual returns
Through 20251 year
6.36%
3 year
5.05%
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
51 months through March 31, 2026Volatility (ann.)
4.64%
Sharpe
0.88
Sortino
1.51
Max drawdown
-12.07%
Best month
3.33%
Worst month
-3.13%
Beta vs VBTLX
0.82
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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