Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.68%
3 year
—
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
78 months through Feb. 28, 2026Volatility (ann.)
4.13%
Sharpe
2.08
Sortino
5.67
Max drawdown
-14.37%
Best month
6.32%
Worst month
-10.92%
Beta vs VBTLX
0.61
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.