Average annual returns
Through 2024 · incl. N-PORT-derived 20241 year
5.19%
3 year
0.06%
5 year
1.04%
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.)
5.32%
Sharpe
0.16
Sortino
0.25
Max drawdown
-12.30%
Best month
3.12%
Worst month
-6.04%
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.