Average annual returns
Through 2024 · incl. N-PORT-derived 20241 year
2.52%
3 year
5.24%
5 year
0.52%
10 year
3.62%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2024 onward derived from N-PORT monthly returnsRisk statistics
75 months through Sept. 30, 2025Volatility (ann.)
9.39%
Sharpe
1.39
Sortino
3.41
Max drawdown
-22.86%
Best month
10.28%
Worst month
-19.89%
Beta vs VBTLX
1.19
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.