Average annual returns
Through 20251 year
7.10%
3 year
7.09%
5 year
3.41%
10 year
5.06%
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.)
5.05%
Sharpe
1.50
Sortino
2.92
Max drawdown
-11.21%
Best month
5.49%
Worst month
-10.38%
Beta vs VBTLX
0.63
Correlation
0.71
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.