Average annual returns
Through 20251 year
5.93%
3 year
3.84%
5 year
-0.05%
10 year
1.19%
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.)
3.73%
Sharpe
0.78
Sortino
1.29
Max drawdown
-12.33%
Best month
2.56%
Worst month
-2.76%
Beta vs VBTLX
0.62
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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