Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.90%
3 year
5.04%
5 year
0.39%
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.)
4.43%
Sharpe
1.01
Sortino
1.84
Max drawdown
-12.99%
Best month
3.39%
Worst month
-3.28%
Beta vs VBTLX
-0.13
Correlation
-0.16
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.