Average annual returns
Through 20251 year
6.34%
3 year
6.05%
5 year
2.17%
10 year
5.32%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
78 months through April 30, 2026Volatility (ann.)
6.26%
Sharpe
1.16
Sortino
2.07
Max drawdown
-14.28%
Best month
7.24%
Worst month
-10.15%
Beta vs VBTLX
0.69
Correlation
0.65
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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