Average annual returns
Through 20251 year
6.78%
3 year
4.77%
5 year
-0.36%
10 year
2.12%
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.)
5.46%
Sharpe
0.66
Sortino
1.14
Max drawdown
-17.25%
Best month
4.35%
Worst month
-4.27%
Beta vs VBTLX
0.98
Correlation
1.00
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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