Average annual returns
Through 20231 year
8.73%
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
Risk statistics
31 months through Sept. 30, 2024Volatility (ann.)
9.76%
Sharpe
0.22
Sortino
0.33
Max drawdown
-12.96%
Best month
5.99%
Worst month
-5.58%
Beta vs VBTLX
1.16
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.