Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.33%
3 year
10.73%
5 year
2.55%
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.)
6.73%
Sharpe
1.66
Sortino
3.85
Max drawdown
-24.45%
Best month
7.81%
Worst month
-16.37%
Beta vs VBTLX
0.98
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.