Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.56%
3 year
10.40%
5 year
4.99%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
72 months through Feb. 28, 2026Volatility (ann.)
4.34%
Sharpe
2.20
Sortino
6.55
Max drawdown
-14.68%
Best month
6.17%
Worst month
-7.00%
Beta vs VBTLX
0.59
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.