Average annual returns
Through 20251 year
6.70%
3 year
4.51%
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
44 months through April 30, 2026Volatility (ann.)
7.59%
Sharpe
0.17
Sortino
0.24
Max drawdown
-6.15%
Best month
6.63%
Worst month
-4.42%
Beta vs VBTLX
1.08
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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