Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.01%
3 year
5.67%
5 year
0.12%
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.)
5.36%
Sharpe
1.08
Sortino
2.09
Max drawdown
-18.42%
Best month
5.07%
Worst month
-7.85%
Beta vs VBTLX
0.95
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.