Average annual returns
Through 2024 · incl. N-PORT-derived 20241 year
7.17%
3 year
5.85%
5 year
3.48%
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
74 months through Oct. 31, 2025Volatility (ann.)
4.66%
Sharpe
1.73
Sortino
4.26
Max drawdown
-3.85%
Best month
4.07%
Worst month
-3.73%
Beta vs VBTLX
0.59
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.