Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.63%
3 year
9.04%
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
52 months through Feb. 28, 2026Volatility (ann.)
4.03%
Sharpe
2.13
Sortino
6.00
Max drawdown
-13.89%
Best month
6.20%
Worst month
-6.91%
Beta vs VBTLX
0.61
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.