Average annual returns
Through 2024 · incl. N-PORT-derived 20241 year
2.56%
3 year
-2.51%
5 year
-0.68%
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 March 31, 2025Volatility (ann.)
7.92%
Sharpe
-0.06
Sortino
-0.08
Max drawdown
-20.79%
Best month
4.44%
Worst month
-5.38%
Beta vs VBTLX
0.93
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.