Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.45%
3 year
8.95%
5 year
3.82%
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.)
3.79%
Sharpe
2.17
Sortino
6.20
Max drawdown
-14.57%
Best month
5.70%
Worst month
-12.93%
Beta vs VBTLX
0.56
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.