Average annual returns
Through 20251 year
9.92%
3 year
9.10%
5 year
4.55%
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
81 months through April 30, 2026Volatility (ann.)
4.81%
Sharpe
2.25
Sortino
6.01
Max drawdown
-15.98%
Best month
7.61%
Worst month
-14.78%
Beta vs VBTLX
0.65
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.