Average annual returns
Through 20251 year
8.44%
3 year
—
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
29 months through April 30, 2026Volatility (ann.)
3.55%
Sharpe
2.58
Sortino
7.18
Max drawdown
-1.62%
Best month
3.55%
Worst month
-1.22%
Beta vs VBTLX
0.54
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.