Average annual returns
Through 20251 year
2.19%
3 year
15.66%
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
60 months through April 30, 2026Volatility (ann.)
14.70%
Sharpe
0.96
Sortino
1.49
Max drawdown
-19.29%
Best month
10.54%
Worst month
-12.32%
Beta vs VBTLX
1.03
Correlation
0.42
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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