Average annual returns
Through 2024 · incl. N-PORT-derived 20241 year
12.03%
3 year
1.42%
5 year
3.63%
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 July 31, 2025Volatility (ann.)
5.74%
Sharpe
0.92
Sortino
1.68
Max drawdown
-16.66%
Best month
8.53%
Worst month
-8.18%
Beta vs VBTLX
0.33
Correlation
0.41
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.