Average annual returns
Through 20251 year
9.26%
3 year
8.90%
5 year
3.50%
10 year
5.32%
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.)
5.52%
Sharpe
1.89
Sortino
4.46
Max drawdown
-17.34%
Best month
9.48%
Worst month
-15.49%
Beta vs VBTLX
0.74
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.