Average annual returns
Through 2024 · incl. N-PORT-derived 20241 year
2.97%
3 year
2.23%
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
2022 onward derived from N-PORT monthly returnsRisk statistics
39 months through Jan. 31, 2025Volatility (ann.)
2.74%
Sharpe
0.87
Sortino
1.56
Max drawdown
-4.42%
Best month
1.86%
Worst month
-1.33%
Beta vs VBTLX
0.29
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.