Average annual returns
Through 2024 · incl. N-PORT-derived 20241 year
1.23%
3 year
-2.91%
5 year
-0.34%
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 Sept. 30, 2025Volatility (ann.)
6.31%
Sharpe
0.68
Sortino
1.22
Max drawdown
-17.06%
Best month
4.58%
Worst month
-4.44%
Beta vs VBTLX
0.98
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.