Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.90%
3 year
9.38%
5 year
5.63%
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.)
3.86%
Sharpe
2.28
Sortino
6.50
Max drawdown
-3.42%
Best month
4.17%
Worst month
-3.30%
Beta vs VBTLX
0.52
Correlation
0.74
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.