Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.17%
3 year
5.39%
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
2022 onward derived from N-PORT monthly returnsRisk statistics
61 months through Feb. 28, 2026Volatility (ann.)
5.59%
Sharpe
1.04
Sortino
1.94
Max drawdown
-17.82%
Best month
4.71%
Worst month
-4.51%
Beta vs VBTLX
1.00
Correlation
1.00
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.