Average annual returns
Through 20251 year
5.89%
3 year
4.41%
5 year
0.94%
10 year
2.76%
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.)
4.13%
Sharpe
0.87
Sortino
1.55
Max drawdown
-13.21%
Best month
3.40%
Worst month
-5.82%
Beta vs VBTLX
0.73
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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