Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.25%
3 year
9.47%
5 year
4.63%
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.)
4.06%
Sharpe
2.16
Sortino
6.37
Max drawdown
-13.52%
Best month
5.89%
Worst month
-12.30%
Beta vs VBTLX
0.57
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.