Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.19%
3 year
10.28%
5 year
3.73%
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.)
4.50%
Sharpe
2.01
Sortino
4.72
Max drawdown
-17.52%
Best month
6.87%
Worst month
-13.09%
Beta vs VBTLX
0.52
Correlation
0.64
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.