Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.46%
3 year
9.56%
5 year
4.12%
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
78 months through Feb. 28, 2026Volatility (ann.)
4.31%
Sharpe
2.08
Sortino
6.05
Max drawdown
-14.47%
Best month
6.70%
Worst month
-10.24%
Beta vs VBTLX
0.62
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.