Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.38%
3 year
10.07%
5 year
5.18%
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.)
4.56%
Sharpe
2.09
Sortino
5.76
Max drawdown
-12.91%
Best month
6.43%
Worst month
-9.83%
Beta vs VBTLX
0.69
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.