Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.54%
3 year
8.41%
5 year
4.85%
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.)
3.40%
Sharpe
2.36
Sortino
6.98
Max drawdown
-11.92%
Best month
4.12%
Worst month
-10.66%
Beta vs VBTLX
0.49
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.