Average annual returns
Through 20251 year
6.69%
3 year
4.21%
5 year
0.86%
10 year
2.88%
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.)
4.21%
Sharpe
0.70
Sortino
1.17
Max drawdown
-14.30%
Best month
3.89%
Worst month
-6.18%
Beta vs VBTLX
0.73
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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