Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.18%
3 year
9.15%
5 year
4.27%
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.)
4.88%
Sharpe
1.71
Sortino
4.10
Max drawdown
-15.57%
Best month
5.50%
Worst month
-12.34%
Beta vs VBTLX
0.68
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.