Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.96%
3 year
6.59%
5 year
0.02%
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.)
6.30%
Sharpe
1.06
Sortino
2.15
Max drawdown
-21.63%
Best month
5.98%
Worst month
-9.71%
Beta vs VBTLX
1.11
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.