Average annual returns
Through 2024 · incl. N-PORT-derived 20241 year
4.13%
3 year
5.53%
5 year
3.30%
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 Dec. 31, 2024Volatility (ann.)
6.05%
Sharpe
0.91
Sortino
2.11
Max drawdown
-3.16%
Best month
4.81%
Worst month
-2.32%
Beta vs VBTLX
0.65
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.