Average annual returns
Through 2024 · incl. N-PORT-derived 20241 year
8.61%
3 year
-2.20%
5 year
0.21%
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.)
6.29%
Sharpe
1.31
Sortino
3.12
Max drawdown
-23.45%
Best month
5.66%
Worst month
-9.54%
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.