Average annual returns
Through 20251 year
20.76%
3 year
10.14%
5 year
0.84%
10 year
3.03%
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.)
9.59%
Sharpe
0.79
Sortino
1.23
Max drawdown
-28.32%
Best month
6.96%
Worst month
-12.23%
Beta vs VBTLX
1.23
Correlation
0.72
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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