Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.74%
3 year
7.88%
5 year
2.79%
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.)
3.83%
Sharpe
1.87
Sortino
4.84
Max drawdown
-15.04%
Best month
5.61%
Worst month
-12.71%
Beta vs VBTLX
0.57
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.