Average annual returns
Through 20251 year
10.12%
3 year
3.82%
5 year
-3.71%
10 year
0.82%
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 March 31, 2026Volatility (ann.)
8.51%
Sharpe
0.26
Sortino
0.42
Max drawdown
-31.41%
Best month
7.72%
Worst month
-7.26%
Beta vs VBTLX
1.27
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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