Average annual returns
Through 20241 year
1.46%
3 year
-2.67%
5 year
-0.10%
10 year
1.24%
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.)
6.33%
Sharpe
0.73
Sortino
1.31
Max drawdown
-16.67%
Best month
4.59%
Worst month
-4.41%
Beta vs VBTLX
0.98
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.