Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.61%
3 year
5.40%
5 year
0.15%
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.)
5.09%
Sharpe
1.07
Sortino
2.15
Max drawdown
-16.14%
Best month
4.65%
Worst month
-4.65%
Beta vs VBTLX
0.87
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.