Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.18%
3 year
5.89%
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
2022 onward derived from N-PORT monthly returnsRisk statistics
57 months through Feb. 28, 2026Volatility (ann.)
5.46%
Sharpe
1.14
Sortino
2.16
Max drawdown
-17.70%
Best month
5.00%
Worst month
-4.73%
Beta vs VBTLX
0.95
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.