Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.68%
3 year
11.24%
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
53 months through Feb. 28, 2026Volatility (ann.)
8.66%
Sharpe
1.40
Sortino
2.73
Max drawdown
-18.99%
Best month
7.36%
Worst month
-6.37%
Beta vs VBTLX
1.06
Correlation
0.68
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.