Average annual returns
Through 20251 year
6.65%
3 year
5.67%
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
54 months through April 30, 2026Volatility (ann.)
2.65%
Sharpe
1.87
Sortino
4.37
Max drawdown
-6.34%
Best month
2.55%
Worst month
-1.70%
Beta vs VBTLX
0.46
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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