Average annual returns
Through 2024 · incl. N-PORT-derived 20241 year
6.56%
3 year
—
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
2023 onward derived from N-PORT monthly returnsRisk statistics
34 months through April 30, 2025Volatility (ann.)
6.38%
Sharpe
1.26
Sortino
2.40
Max drawdown
-5.52%
Best month
4.92%
Worst month
-4.60%
Beta vs VBTLX
0.68
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.