Average annual returns
Through 20241 year
3.17%
3 year
-3.37%
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
49 months through Sept. 30, 2025Volatility (ann.)
19.07%
Sharpe
0.28
Sortino
0.46
Max drawdown
-32.76%
Best month
14.37%
Worst month
-16.06%
Beta vs VBTLX
0.99
Correlation
0.33
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.