Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.43%
3 year
8.26%
5 year
4.94%
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.)
2.64%
Sharpe
3.07
Sortino
11.73
Max drawdown
-9.85%
Best month
2.89%
Worst month
-9.20%
Beta vs VBTLX
0.30
Correlation
0.64
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.