Average annual returns
Through 20251 year
2.98%
3 year
7.02%
5 year
3.13%
10 year
5.52%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
75 months through April 30, 2026Volatility (ann.)
4.45%
Sharpe
1.31
Sortino
2.05
Max drawdown
-10.21%
Best month
4.34%
Worst month
-4.26%
Beta vs VBTLX
0.49
Correlation
0.62
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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