Average annual returns
Through 20251 year
8.61%
3 year
8.96%
5 year
3.29%
10 year
4.82%
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.)
3.86%
Sharpe
2.10
Sortino
5.20
Max drawdown
-15.76%
Best month
4.29%
Worst month
-13.98%
Beta vs VBTLX
0.62
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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