Average annual returns
Through 20241 year
11.80%
3 year
1.18%
5 year
3.37%
10 year
2.98%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
72 months through July 31, 2025Volatility (ann.)
5.78%
Sharpe
0.86
Sortino
1.55
Max drawdown
-16.79%
Best month
8.53%
Worst month
-8.19%
Beta vs VBTLX
0.34
Correlation
0.41
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.