Average annual returns
Through 20251 year
7.02%
3 year
7.45%
5 year
4.46%
10 year
4.27%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
75 months through March 31, 2026Volatility (ann.)
1.87%
Sharpe
3.42
Sortino
18.94
Max drawdown
-6.25%
Best month
4.00%
Worst month
-4.60%
Beta vs VBTLX
0.26
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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