Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.20%
3 year
6.70%
5 year
0.77%
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.)
6.08%
Sharpe
1.13
Sortino
2.20
Max drawdown
-19.31%
Best month
5.33%
Worst month
-11.47%
Beta vs VBTLX
1.06
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.