Average annual returns
Through 20241 year
2.87%
3 year
-1.17%
5 year
0.76%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
60 months through Dec. 31, 2024Volatility (ann.)
7.91%
Sharpe
-0.14
Sortino
-0.21
Max drawdown
-19.02%
Best month
4.33%
Worst month
-7.00%
Beta vs VBTLX
0.40
Correlation
0.39
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.