Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.92%
3 year
6.43%
5 year
0.53%
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.)
6.14%
Sharpe
1.08
Sortino
2.13
Max drawdown
-19.50%
Best month
5.31%
Worst month
-11.45%
Beta vs VBTLX
1.07
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.