Average annual returns
Through 20251 year
8.73%
3 year
10.49%
5 year
5.35%
10 year
6.42%
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.)
4.40%
Sharpe
2.11
Sortino
6.07
Max drawdown
-14.46%
Best month
5.84%
Worst month
-13.23%
Beta vs VBTLX
0.64
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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