Average annual returns
Through 20251 year
14.21%
3 year
10.27%
5 year
1.98%
10 year
4.59%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
81 months through April 30, 2026Volatility (ann.)
6.67%
Sharpe
1.49
Sortino
2.81
Max drawdown
-24.43%
Best month
7.92%
Worst month
-15.73%
Beta vs VBTLX
0.93
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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