Average annual returns
Through 20251 year
19.78%
3 year
9.13%
5 year
1.35%
10 year
3.67%
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.)
9.37%
Sharpe
0.75
Sortino
1.14
Max drawdown
-24.99%
Best month
7.09%
Worst month
-13.37%
Beta vs VBTLX
1.26
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.