Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.03%
3 year
9.06%
5 year
3.99%
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
80 months through Feb. 28, 2026Volatility (ann.)
3.99%
Sharpe
2.15
Sortino
5.77
Max drawdown
-15.21%
Best month
6.19%
Worst month
-13.54%
Beta vs VBTLX
0.54
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.