Average annual returns
Through 20251 year
7.92%
3 year
7.85%
5 year
2.40%
10 year
4.71%
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.)
3.84%
Sharpe
2.04
Sortino
4.76
Max drawdown
-18.88%
Best month
6.42%
Worst month
-12.56%
Beta vs VBTLX
0.59
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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