Average annual returns
Through 2024 · incl. N-PORT-derived 20241 year
2.10%
3 year
-0.93%
5 year
0.60%
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.)
5.72%
Sharpe
0.26
Sortino
0.40
Max drawdown
-12.78%
Best month
3.13%
Worst month
-3.31%
Beta vs VBTLX
0.74
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.