Average annual returns
Through 2024 · incl. N-PORT-derived 20241 year
2.83%
3 year
1.86%
5 year
2.44%
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
75 months through Sept. 30, 2025Volatility (ann.)
9.42%
Sharpe
1.41
Sortino
3.45
Max drawdown
-22.42%
Best month
10.41%
Worst month
-19.87%
Beta vs VBTLX
1.20
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.