Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.48%
3 year
6.98%
5 year
1.03%
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.)
6.09%
Sharpe
1.18
Sortino
2.32
Max drawdown
-19.07%
Best month
5.36%
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.