Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.11%
3 year
10.34%
5 year
1.04%
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.)
6.40%
Sharpe
1.70
Sortino
3.69
Max drawdown
-29.01%
Best month
8.93%
Worst month
-16.97%
Beta vs VBTLX
0.91
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.