Average annual returns
Through 2024 · incl. N-PORT-derived 20241 year
4.21%
3 year
2.76%
5 year
1.66%
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
74 months through Oct. 31, 2025Volatility (ann.)
1.99%
Sharpe
2.47
Sortino
6.46
Max drawdown
-2.16%
Best month
1.50%
Worst month
-1.75%
Beta vs VBTLX
0.29
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.