Average annual returns
Through 2024 · incl. N-PORT-derived 20241 year
7.63%
3 year
1.54%
5 year
2.51%
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
66 months through Jan. 31, 2025Volatility (ann.)
7.19%
Sharpe
0.39
Sortino
0.57
Max drawdown
-16.97%
Best month
5.61%
Worst month
-15.04%
Beta vs VBTLX
0.73
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.