Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.97%
3 year
10.15%
5 year
5.35%
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.)
4.01%
Sharpe
2.30
Sortino
7.09
Max drawdown
-13.95%
Best month
6.04%
Worst month
-12.07%
Beta vs VBTLX
0.50
Correlation
0.69
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.