Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.19%
3 year
10.55%
5 year
2.39%
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
1.63
Sortino
3.77
Max drawdown
-24.69%
Best month
7.79%
Worst month
-16.37%
Beta vs VBTLX
0.99
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.