Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.85%
3 year
13.89%
5 year
4.37%
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.)
10.84%
Sharpe
1.37
Sortino
2.79
Max drawdown
-23.18%
Best month
12.95%
Worst month
-12.59%
Beta vs VBTLX
1.05
Correlation
0.54
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.