Average annual returns
Through 2024 · incl. N-PORT-derived 20241 year
4.26%
3 year
5.00%
5 year
2.99%
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
76 months through Oct. 31, 2025Volatility (ann.)
4.68%
Sharpe
1.49
Sortino
3.53
Max drawdown
-2.75%
Best month
4.00%
Worst month
-1.82%
Beta vs VBTLX
0.70
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.