Average annual returns
Through 20251 year
9.09%
3 year
7.56%
5 year
2.47%
10 year
4.56%
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 March 31, 2026Volatility (ann.)
5.67%
Sharpe
1.09
Sortino
2.07
Max drawdown
-14.81%
Best month
5.34%
Worst month
-12.26%
Beta vs VBTLX
0.98
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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