Average annual returns
Through 20251 year
7.03%
3 year
9.16%
5 year
4.53%
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
81 months through March 31, 2026Volatility (ann.)
4.12%
Sharpe
1.84
Sortino
4.84
Max drawdown
-14.24%
Best month
4.56%
Worst month
-13.13%
Beta vs VBTLX
0.57
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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