Average annual returns
Through 20251 year
7.96%
3 year
7.74%
5 year
2.33%
10 year
4.62%
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.)
3.87%
Sharpe
2.00
Sortino
4.62
Max drawdown
-18.88%
Best month
6.29%
Worst month
-12.49%
Beta vs VBTLX
0.60
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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