Average annual returns
Through 20241 year
4.96%
3 year
0.42%
5 year
1.88%
10 year
3.19%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
75 months through Nov. 30, 2025Volatility (ann.)
4.75%
Sharpe
1.52
Sortino
3.38
Max drawdown
-15.61%
Best month
4.15%
Worst month
-8.28%
Beta vs VBTLX
0.76
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.