Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.80%
3 year
8.91%
5 year
4.12%
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.)
4.02%
Sharpe
2.06
Sortino
5.71
Max drawdown
-13.85%
Best month
5.90%
Worst month
-12.17%
Beta vs VBTLX
0.56
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.