Average annual returns
Through 2024 · incl. N-PORT-derived 20241 year
2.76%
3 year
-2.19%
5 year
0.32%
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 April 30, 2025Volatility (ann.)
8.61%
Sharpe
0.35
Sortino
0.57
Max drawdown
-21.02%
Best month
5.59%
Worst month
-8.52%
Beta vs VBTLX
1.17
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.