Average annual returns
Through 20241 year
2.80%
3 year
-2.27%
5 year
-0.41%
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
69 months through March 31, 2025Volatility (ann.)
7.90%
Sharpe
-0.03
Sortino
-0.04
Max drawdown
-20.31%
Best month
4.55%
Worst month
-5.41%
Beta vs VBTLX
0.92
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.