Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.88%
3 year
9.72%
5 year
4.34%
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.)
4.43%
Sharpe
2.00
Sortino
5.61
Max drawdown
-15.23%
Best month
6.13%
Worst month
-11.84%
Beta vs VBTLX
0.60
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.