Average annual returns
Through 20251 year
8.21%
3 year
10.00%
5 year
4.15%
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
64 months through April 30, 2026Volatility (ann.)
4.61%
Sharpe
1.89
Sortino
5.00
Max drawdown
-15.39%
Best month
5.17%
Worst month
-6.04%
Beta vs VBTLX
0.66
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.