Average annual returns
Through 2024 · incl. N-PORT-derived 20241 year
5.71%
3 year
2.03%
5 year
2.85%
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.)
6.88%
Sharpe
0.47
Sortino
0.70
Max drawdown
-12.71%
Best month
4.88%
Worst month
-11.05%
Beta vs VBTLX
0.69
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.