Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.44%
3 year
8.77%
5 year
3.94%
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.)
3.95%
Sharpe
2.05
Sortino
5.66
Max drawdown
-14.01%
Best month
5.86%
Worst month
-12.27%
Beta vs VBTLX
0.56
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.