Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.83%
3 year
8.69%
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
51 months through Feb. 28, 2026Volatility (ann.)
2.14%
Sharpe
3.70
Sortino
21.38
Max drawdown
-10.89%
Best month
3.41%
Worst month
-4.56%
Beta vs VBTLX
0.25
Correlation
0.65
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.