Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.13%
3 year
3.57%
5 year
0.45%
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.)
4.48%
Sharpe
0.90
Sortino
1.61
Max drawdown
-14.24%
Best month
4.77%
Worst month
-7.50%
Beta vs VBTLX
0.74
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.