Average annual returns
Through 20251 year
8.30%
3 year
8.74%
5 year
3.73%
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 April 30, 2026Volatility (ann.)
4.42%
Sharpe
1.76
Sortino
4.14
Max drawdown
-15.18%
Best month
5.99%
Worst month
-13.27%
Beta vs VBTLX
0.63
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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