Average annual returns
Through 20251 year
7.77%
3 year
8.99%
5 year
3.23%
10 year
4.76%
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.)
4.83%
Sharpe
1.56
Sortino
4.27
Max drawdown
-15.64%
Best month
7.23%
Worst month
-9.10%
Beta vs VBTLX
0.69
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.