Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.32%
3 year
12.75%
5 year
3.15%
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.)
6.36%
Sharpe
2.13
Sortino
5.23
Max drawdown
-24.89%
Best month
6.85%
Worst month
-14.79%
Beta vs VBTLX
0.83
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.