Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.43%
3 year
9.24%
5 year
3.95%
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.)
4.43%
Sharpe
2.02
Sortino
5.11
Max drawdown
-14.97%
Best month
5.22%
Worst month
-12.60%
Beta vs VBTLX
0.65
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.