Average annual returns
Through 20251 year
8.09%
3 year
8.40%
5 year
3.50%
10 year
5.18%
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.)
4.42%
Sharpe
1.70
Sortino
3.91
Max drawdown
-15.17%
Best month
6.04%
Worst month
-13.30%
Beta vs VBTLX
0.64
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.