Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.62%
3 year
8.63%
5 year
3.90%
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
78 months through Feb. 28, 2026Volatility (ann.)
3.88%
Sharpe
2.14
Sortino
5.48
Max drawdown
-16.23%
Best month
5.79%
Worst month
-13.94%
Beta vs VBTLX
0.53
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.