Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.59%
3 year
6.15%
5 year
1.70%
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.)
4.58%
Sharpe
1.43
Sortino
2.93
Max drawdown
-13.74%
Best month
4.24%
Worst month
-7.00%
Beta vs VBTLX
0.78
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.