Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.18%
3 year
10.42%
5 year
2.20%
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.)
6.75%
Sharpe
1.62
Sortino
3.73
Max drawdown
-24.95%
Best month
7.78%
Worst month
-16.39%
Beta vs VBTLX
1.00
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.