Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.17%
3 year
6.75%
5 year
0.16%
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.)
6.30%
Sharpe
1.08
Sortino
2.10
Max drawdown
-20.61%
Best month
6.04%
Worst month
-8.11%
Beta vs VBTLX
1.11
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.