Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.35%
3 year
9.19%
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
57 months through Feb. 28, 2026Volatility (ann.)
4.01%
Sharpe
2.15
Sortino
6.95
Max drawdown
-17.34%
Best month
5.13%
Worst month
-6.74%
Beta vs VBTLX
0.58
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.