Average annual returns
Through 2024 · incl. N-PORT-derived 20241 year
3.65%
3 year
-1.74%
5 year
0.90%
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
63 months through March 31, 2025Volatility (ann.)
9.12%
Sharpe
0.16
Sortino
0.24
Max drawdown
-20.59%
Best month
6.19%
Worst month
-9.44%
Beta vs VBTLX
1.17
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.