Average annual returns
Through 2024 · incl. N-PORT-derived 20241 year
3.80%
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
2023 onward derived from N-PORT monthly returnsRisk statistics
31 months through Dec. 31, 2024Volatility (ann.)
6.40%
Sharpe
0.96
Sortino
2.19
Max drawdown
-3.27%
Best month
4.78%
Worst month
-2.23%
Beta vs VBTLX
0.73
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.