Average annual returns
Through 2024 · incl. N-PORT-derived 20241 year
1.50%
3 year
-2.65%
5 year
-0.11%
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.)
6.26%
Sharpe
0.73
Sortino
1.32
Max drawdown
-16.52%
Best month
4.46%
Worst month
-4.41%
Beta vs VBTLX
0.97
Correlation
1.00
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.