Average annual returns
Through 2024 · incl. N-PORT-derived 20241 year
2.52%
3 year
0.81%
5 year
0.50%
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 March 31, 2025Volatility (ann.)
3.07%
Sharpe
0.52
Sortino
0.79
Max drawdown
-2.50%
Best month
1.88%
Worst month
-2.40%
Beta vs VBTLX
0.19
Correlation
0.47
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.