Average annual returns
Through 2024 · incl. N-PORT-derived 20241 year
-11.38%
3 year
-4.79%
5 year
-5.27%
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
72 months through June 30, 2025Volatility (ann.)
11.43%
Sharpe
0.17
Sortino
0.25
Max drawdown
-25.62%
Best month
6.00%
Worst month
-6.67%
Beta vs VBTLX
1.32
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.