Average annual returns
Through 20251 year
9.02%
3 year
8.35%
5 year
3.21%
10 year
4.96%
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.)
5.14%
Sharpe
1.81
Sortino
4.14
Max drawdown
-17.67%
Best month
9.37%
Worst month
-15.99%
Beta vs VBTLX
0.68
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.