Average annual returns
Through 2024 · incl. N-PORT-derived 20241 year
-4.68%
3 year
-14.16%
5 year
-12.07%
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.)
6.40%
Sharpe
-0.43
Sortino
-0.57
Max drawdown
-49.89%
Best month
4.54%
Worst month
-10.56%
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.