Average annual returns
Through 2024 · incl. N-PORT-derived 20241 year
5.09%
3 year
-0.02%
5 year
0.92%
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
66 months through Jan. 31, 2025Volatility (ann.)
5.28%
Sharpe
0.15
Sortino
0.22
Max drawdown
-12.66%
Best month
3.08%
Worst month
-6.04%
Beta vs VBTLX
0.57
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.