Average annual returns
Through 2024 · incl. N-PORT-derived 20241 year
1.75%
3 year
-1.18%
5 year
-1.43%
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.)
8.82%
Sharpe
0.93
Sortino
1.64
Max drawdown
-26.61%
Best month
7.28%
Worst month
-14.44%
Beta vs VBTLX
1.05
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.