Average annual returns
Through 20241 year
-0.10%
3 year
2.78%
5 year
5.89%
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.)
9.20%
Sharpe
0.89
Sortino
1.71
Max drawdown
-18.63%
Best month
11.12%
Worst month
-14.31%
Beta vs VBTLX
1.06
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.