Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.11%
3 year
5.98%
5 year
2.44%
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.)
4.12%
Sharpe
1.51
Sortino
3.32
Max drawdown
-10.17%
Best month
3.96%
Worst month
-6.25%
Beta vs VBTLX
0.69
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.