Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.03%
3 year
9.39%
5 year
3.95%
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.)
4.37%
Sharpe
1.98
Sortino
4.85
Max drawdown
-12.01%
Best month
5.44%
Worst month
-11.60%
Beta vs VBTLX
-0.16
Correlation
-0.20
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.