Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.40%
3 year
7.98%
5 year
3.57%
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.)
3.81%
Sharpe
2.05
Sortino
5.85
Max drawdown
-11.53%
Best month
5.98%
Worst month
-7.18%
Beta vs VBTLX
0.61
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.