Average annual returns
Through 20251 year
8.88%
3 year
10.55%
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
50 months through April 30, 2026Volatility (ann.)
4.41%
Sharpe
2.11
Sortino
6.08
Max drawdown
-10.46%
Best month
5.86%
Worst month
-6.58%
Beta vs VBTLX
0.64
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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