Average annual returns
Through 20241 year
0.91%
3 year
-3.27%
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
43 months through May 31, 2025Volatility (ann.)
10.58%
Sharpe
0.20
Sortino
0.32
Max drawdown
-22.36%
Best month
7.48%
Worst month
-6.32%
Beta vs VBTLX
1.44
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.