Average annual returns
Through 20251 year
7.86%
3 year
5.56%
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 April 30, 2026Volatility (ann.)
5.30%
Sharpe
0.83
Sortino
1.50
Max drawdown
-18.05%
Best month
4.48%
Worst month
-4.93%
Beta vs VBTLX
0.95
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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