Average annual returns
Through 2024 · incl. N-PORT-derived 20241 year
6.99%
3 year
0.09%
5 year
7.84%
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 Jan. 31, 2025Volatility (ann.)
11.61%
Sharpe
0.23
Sortino
0.33
Max drawdown
-16.82%
Best month
10.64%
Worst month
-12.15%
Beta vs VBTLX
0.92
Correlation
0.61
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.