Average annual returns
Through 2024 · incl. N-PORT-derived 20241 year
3.86%
3 year
-0.42%
5 year
0.81%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
72 months through June 30, 2025Volatility (ann.)
2.92%
Sharpe
0.76
Sortino
1.14
Max drawdown
-11.68%
Best month
3.00%
Worst month
-2.61%
Beta vs VBTLX
0.34
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.