Average annual returns
Through 2024 · incl. N-PORT-derived 20241 year
5.06%
3 year
5.60%
5 year
3.35%
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 Aug. 31, 2025Volatility (ann.)
4.68%
Sharpe
1.58
Sortino
3.93
Max drawdown
-2.60%
Best month
4.05%
Worst month
-1.75%
Beta vs VBTLX
0.61
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.