Average annual returns
Through 20241 year
4.10%
3 year
-0.17%
5 year
1.06%
10 year
1.92%
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 June 30, 2025Volatility (ann.)
2.92%
Sharpe
0.85
Sortino
1.29
Max drawdown
-11.20%
Best month
3.02%
Worst month
-2.59%
Beta vs VBTLX
0.34
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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