Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.45%
3 year
9.30%
5 year
3.93%
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.)
4.34%
Sharpe
1.94
Sortino
5.32
Max drawdown
-15.36%
Best month
6.11%
Worst month
-11.91%
Beta vs VBTLX
0.59
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.