Average annual returns
Through 20241 year
4.06%
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
26 months through Sept. 30, 2025Volatility (ann.)
8.25%
Sharpe
0.40
Sortino
0.60
Max drawdown
-12.30%
Best month
4.55%
Worst month
-6.46%
Beta vs VBTLX
0.20
Correlation
0.15
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.