Average annual returns
Through 20251 year
7.97%
3 year
8.75%
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
41 months through April 30, 2026Volatility (ann.)
3.92%
Sharpe
1.96
Sortino
5.17
Max drawdown
-1.99%
Best month
3.86%
Worst month
-1.74%
Beta vs VBTLX
0.59
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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