Average annual returns
Through 2024 · incl. N-PORT-derived 20241 year
4.64%
3 year
0.16%
5 year
1.61%
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
75 months through Nov. 30, 2025Volatility (ann.)
4.71%
Sharpe
1.48
Sortino
3.28
Max drawdown
-15.83%
Best month
4.21%
Worst month
-8.37%
Beta vs VBTLX
0.75
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.