Average annual returns
Through 20251 year
3.51%
3 year
—
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
30 months through April 30, 2026Volatility (ann.)
3.91%
Sharpe
1.12
Sortino
2.00
Max drawdown
-2.59%
Best month
3.31%
Worst month
-2.59%
Beta vs VBTLX
0.49
Correlation
0.69
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.