Average annual returns
Through 20241 year
3.71%
3 year
1.18%
5 year
1.10%
10 year
1.04%
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 Aug. 31, 2025Volatility (ann.)
2.17%
Sharpe
1.64
Sortino
3.06
Max drawdown
-5.76%
Best month
1.45%
Worst month
-1.41%
Beta vs VBTLX
0.28
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.