Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.85%
3 year
9.29%
5 year
5.28%
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.)
3.47%
Sharpe
2.49
Sortino
7.77
Max drawdown
-10.96%
Best month
4.84%
Worst month
-9.57%
Beta vs VBTLX
0.47
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.