Average annual returns
Through 2024 · incl. N-PORT-derived 20241 year
2.43%
3 year
-0.02%
5 year
0.79%
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
75 months through Nov. 30, 2025Volatility (ann.)
3.05%
Sharpe
1.49
Sortino
2.92
Max drawdown
-9.54%
Best month
1.95%
Worst month
-2.13%
Beta vs VBTLX
0.48
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.