Average annual returns
Through 20251 year
6.85%
3 year
6.57%
5 year
2.83%
10 year
3.58%
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.)
3.18%
Sharpe
1.77
Sortino
4.05
Max drawdown
-9.21%
Best month
3.05%
Worst month
-8.65%
Beta vs VBTLX
0.55
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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