Average annual returns
Through 20251 year
6.81%
3 year
—
5 year
—
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
38 months through April 30, 2026Volatility (ann.)
10.45%
Sharpe
0.22
Sortino
0.34
Max drawdown
-11.02%
Best month
8.25%
Worst month
-5.15%
Beta vs VBTLX
1.81
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.