Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.59%
3 year
7.87%
5 year
2.85%
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.)
5.19%
Sharpe
1.37
Sortino
2.11
Max drawdown
-14.08%
Best month
7.08%
Worst month
-12.26%
Beta vs VBTLX
0.35
Correlation
0.38
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.