Average annual returns
Through 20251 year
14.94%
3 year
11.45%
5 year
2.16%
10 year
4.65%
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.)
7.14%
Sharpe
1.58
Sortino
3.08
Max drawdown
-28.02%
Best month
9.19%
Worst month
-15.53%
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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