Average annual returns
Through 2024 · incl. N-PORT-derived 20241 year
5.55%
3 year
0.74%
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
56 months through Jan. 31, 2025Volatility (ann.)
4.04%
Sharpe
0.39
Sortino
0.54
Max drawdown
-15.68%
Best month
2.50%
Worst month
-2.72%
Beta vs VBTLX
0.39
Correlation
0.74
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.