Average annual returns
Through 2024 · incl. N-PORT-derived 20241 year
6.58%
3 year
5.18%
5 year
3.10%
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
72 months through Aug. 31, 2025Volatility (ann.)
2.37%
Sharpe
2.85
Sortino
8.06
Max drawdown
-1.22%
Best month
1.82%
Worst month
-1.19%
Beta vs VBTLX
0.26
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.