Average annual returns
Through 20241 year
-11.70%
3 year
-5.12%
5 year
-5.54%
10 year
-2.18%
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.)
11.45%
Sharpe
0.14
Sortino
0.20
Max drawdown
-27.00%
Best month
5.95%
Worst month
-6.68%
Beta vs VBTLX
1.33
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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