Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.22%
3 year
5.32%
5 year
3.45%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2024 onward derived from N-PORT monthly returnsRisk statistics
78 months through Feb. 28, 2026Volatility (ann.)
3.59%
Sharpe
1.88
Sortino
4.84
Max drawdown
-10.67%
Best month
3.66%
Worst month
-5.96%
Beta vs VBTLX
0.61
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.