Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.37%
3 year
6.87%
5 year
0.92%
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.)
5.96%
Sharpe
1.18
Sortino
2.38
Max drawdown
-19.17%
Best month
5.37%
Worst month
-11.46%
Beta vs VBTLX
1.04
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.