Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.62%
3 year
9.83%
5 year
0.55%
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.)
6.49%
Sharpe
1.58
Sortino
3.32
Max drawdown
-29.52%
Best month
8.73%
Worst month
-17.02%
Beta vs VBTLX
0.92
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.