Average annual returns
Through 20241 year
2.39%
3 year
-1.81%
5 year
-0.06%
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
72 months through June 30, 2025Volatility (ann.)
6.55%
Sharpe
0.49
Sortino
0.79
Max drawdown
-17.46%
Best month
4.18%
Worst month
-5.89%
Beta vs VBTLX
0.30
Correlation
0.33
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.