Average annual returns
Through 2024 · incl. N-PORT-derived 20241 year
5.75%
3 year
-0.11%
5 year
1.02%
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
69 months through April 30, 2025Volatility (ann.)
4.16%
Sharpe
0.17
Sortino
0.26
Max drawdown
-17.11%
Best month
6.58%
Worst month
-14.38%
Beta vs VBTLX
0.08
Correlation
0.14
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.