Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.98%
3 year
14.04%
5 year
2.78%
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.)
10.45%
Sharpe
1.54
Sortino
3.30
Max drawdown
-30.22%
Best month
13.00%
Worst month
-11.08%
Beta vs VBTLX
0.93
Correlation
0.49
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.