Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.00%
3 year
9.85%
5 year
1.70%
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.)
6.07%
Sharpe
1.70
Sortino
3.84
Max drawdown
-24.76%
Best month
8.03%
Worst month
-14.91%
Beta vs VBTLX
0.92
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.