Average annual returns
Through 20241 year
5.74%
3 year
1.18%
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
54 months through Jan. 31, 2025Volatility (ann.)
8.52%
Sharpe
0.30
Sortino
0.44
Max drawdown
-15.31%
Best month
5.92%
Worst month
-6.32%
Beta vs VBTLX
0.89
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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