Average annual returns
Through 20241 year
5.43%
3 year
1.44%
5 year
2.08%
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
71 months through June 30, 2025Volatility (ann.)
3.45%
Sharpe
1.53
Sortino
2.68
Max drawdown
-11.58%
Best month
6.65%
Worst month
-11.23%
Beta vs VBTLX
0.42
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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