Average annual returns
Through 2024 · incl. N-PORT-derived 20241 year
4.15%
3 year
1.26%
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
2022 onward derived from N-PORT monthly returnsRisk statistics
49 months through Feb. 28, 2025Volatility (ann.)
3.27%
Sharpe
0.72
Sortino
1.14
Max drawdown
-7.67%
Best month
1.79%
Worst month
-1.88%
Beta vs VBTLX
0.40
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.