Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.54%
3 year
7.71%
5 year
1.22%
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
1.94
Sortino
5.37
Max drawdown
-17.66%
Best month
4.73%
Worst month
-9.24%
Beta vs VBTLX
0.62
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.