Average annual returns
Through 20251 year
20.33%
3 year
9.54%
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
50 months through April 30, 2026Volatility (ann.)
9.39%
Sharpe
0.79
Sortino
1.20
Max drawdown
-16.13%
Best month
7.23%
Worst month
-6.51%
Beta vs VBTLX
1.26
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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