Average annual returns
Through 2024 · incl. N-PORT-derived 20241 year
2.69%
3 year
-0.63%
5 year
0.38%
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
66 months through Feb. 28, 2025Volatility (ann.)
5.09%
Sharpe
0.17
Sortino
0.24
Max drawdown
-12.58%
Best month
2.75%
Worst month
-2.75%
Beta vs VBTLX
0.65
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.