Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.37%
3 year
—
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
37 months through Feb. 28, 2026Volatility (ann.)
5.84%
Sharpe
1.04
Sortino
1.94
Max drawdown
-5.70%
Best month
5.06%
Worst month
-2.76%
Beta vs VBTLX
1.04
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.