Average annual returns
Through 20251 year
15.30%
3 year
11.78%
5 year
2.45%
10 year
4.96%
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.)
7.13%
Sharpe
1.62
Sortino
3.20
Max drawdown
-27.70%
Best month
9.13%
Worst month
-15.46%
Beta vs VBTLX
1.03
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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