Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.90%
3 year
5.11%
5 year
0.49%
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.)
4.46%
Sharpe
1.03
Sortino
1.85
Max drawdown
-12.72%
Best month
3.40%
Worst month
-3.28%
Beta vs VBTLX
-0.14
Correlation
-0.17
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.