Average annual returns
Through 2024 · incl. N-PORT-derived 20241 year
5.76%
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
2024 onward derived from N-PORT monthly returnsRisk statistics
54 months through Jan. 31, 2025Volatility (ann.)
8.46%
Sharpe
0.32
Sortino
0.48
Max drawdown
-14.98%
Best month
5.92%
Worst month
-6.31%
Beta vs VBTLX
0.88
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.