Average annual returns
Through 2024 · incl. N-PORT-derived 20241 year
6.56%
3 year
1.18%
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.)
9.52%
Sharpe
0.20
Sortino
0.30
Max drawdown
-16.13%
Best month
5.05%
Worst month
-5.57%
Beta vs VBTLX
1.08
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.