Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.32%
3 year
9.06%
5 year
3.52%
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.)
4.04%
Sharpe
2.10
Sortino
6.82
Max drawdown
-17.34%
Best month
6.38%
Worst month
-12.58%
Beta vs VBTLX
0.59
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.