Average annual returns
Through 2024 · incl. N-PORT-derived 20241 year
3.04%
3 year
—
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2024 onward derived from N-PORT monthly returnsRisk statistics
26 months through Sept. 30, 2025Volatility (ann.)
8.26%
Sharpe
0.27
Sortino
0.39
Max drawdown
-13.16%
Best month
4.32%
Worst month
-6.56%
Beta vs VBTLX
0.20
Correlation
0.15
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.