Average annual returns
Through 20251 year
8.52%
3 year
—
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
33 months through April 30, 2026Volatility (ann.)
6.41%
Sharpe
0.95
Sortino
1.73
Max drawdown
-4.58%
Best month
5.99%
Worst month
-2.68%
Beta vs VBTLX
1.10
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.