Average annual returns
Through 20251 year
7.48%
3 year
3.61%
5 year
-0.85%
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
78 months through April 30, 2026Volatility (ann.)
8.82%
Sharpe
0.26
Sortino
0.40
Max drawdown
-18.36%
Best month
6.22%
Worst month
-4.16%
Beta vs VBTLX
1.56
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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