Average annual returns
Through 2024 · incl. N-PORT-derived 20241 year
8.12%
3 year
6.59%
5 year
3.92%
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
72 months through Aug. 31, 2025Volatility (ann.)
5.33%
Sharpe
1.61
Sortino
3.35
Max drawdown
-3.44%
Best month
4.14%
Worst month
-3.33%
Beta vs VBTLX
0.59
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.