Average annual returns
Through 20241 year
4.90%
3 year
-0.26%
5 year
0.69%
10 year
1.72%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
66 months through Jan. 31, 2025Volatility (ann.)
5.33%
Sharpe
0.10
Sortino
0.15
Max drawdown
-13.02%
Best month
3.07%
Worst month
-6.06%
Beta vs VBTLX
0.58
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.