Average annual returns
Through 2024 · incl. N-PORT-derived 20241 year
8.46%
3 year
-2.30%
5 year
0.09%
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.)
6.37%
Sharpe
1.28
Sortino
2.99
Max drawdown
-23.59%
Best month
5.67%
Worst month
-9.55%
Beta vs VBTLX
0.85
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.