Average annual returns
Through 2024 · incl. N-PORT-derived 20241 year
2.42%
3 year
-0.48%
5 year
-0.70%
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
71 months through June 30, 2025Volatility (ann.)
8.74%
Sharpe
1.02
Sortino
1.84
Max drawdown
-25.57%
Best month
7.18%
Worst month
-14.38%
Beta vs VBTLX
1.04
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.