Average annual returns
Through 20251 year
13.91%
3 year
7.31%
5 year
-2.33%
10 year
1.44%
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.)
9.04%
Sharpe
0.60
Sortino
1.00
Max drawdown
-34.80%
Best month
6.81%
Worst month
-8.61%
Beta vs VBTLX
1.28
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.