Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.43%
3 year
8.32%
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.)
6.38%
Sharpe
1.38
Sortino
2.73
Max drawdown
-21.87%
Best month
7.48%
Worst month
-7.34%
Beta vs VBTLX
1.00
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.