Average annual returns
Through 2023 · incl. N-PORT-derived 20231 year
5.56%
3 year
2.08%
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
2020 onward derived from N-PORT monthly returnsRisk statistics
60 months through Aug. 31, 2024Volatility (ann.)
0.90%
Sharpe
3.71
Sortino
27.95
Max drawdown
-0.21%
Best month
0.65%
Worst month
-0.21%
Beta vs VBTLX
0.07
Correlation
0.62
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.