Average annual returns
Through 2023 · incl. N-PORT-derived 20231 year
5.51%
3 year
-0.00%
5 year
—
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
54 months through Jan. 31, 2024Volatility (ann.)
2.55%
Sharpe
0.07
Sortino
0.11
Max drawdown
-6.89%
Best month
2.44%
Worst month
-3.28%
Beta vs VBTLX
0.32
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.