Average annual returns
Through 20241 year
8.42%
3 year
-2.31%
5 year
0.08%
10 year
1.74%
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 Sept. 30, 2025Volatility (ann.)
6.36%
Sharpe
1.26
Sortino
2.94
Max drawdown
-23.59%
Best month
5.67%
Worst month
-9.55%
Beta vs VBTLX
0.85
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.