Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.10%
3 year
10.18%
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
49 months through Feb. 28, 2026Volatility (ann.)
4.76%
Sharpe
2.04
Sortino
5.11
Max drawdown
-11.28%
Best month
6.21%
Worst month
-7.15%
Beta vs VBTLX
0.69
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.