Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.51%
3 year
10.64%
5 year
6.52%
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.)
3.90%
Sharpe
2.61
Sortino
8.77
Max drawdown
-19.25%
Best month
7.54%
Worst month
-17.09%
Beta vs VBTLX
0.56
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.