Average annual returns
Through 20251 year
7.51%
3 year
9.52%
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
54 months through March 31, 2026Volatility (ann.)
3.45%
Sharpe
2.31
Sortino
6.12
Max drawdown
-13.70%
Best month
5.08%
Worst month
-6.50%
Beta vs VBTLX
0.50
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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