Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.77%
3 year
9.44%
5 year
4.18%
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.)
4.15%
Sharpe
2.16
Sortino
6.14
Max drawdown
-14.09%
Best month
6.47%
Worst month
-10.59%
Beta vs VBTLX
0.61
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.