Average annual returns
Through 20251 year
20.45%
3 year
12.73%
5 year
3.44%
10 year
10.03%
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.)
13.63%
Sharpe
1.36
Sortino
2.84
Max drawdown
-27.46%
Best month
14.60%
Worst month
-12.51%
Beta vs VBTLX
1.27
Correlation
0.58
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.