Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.83%
3 year
7.92%
5 year
1.59%
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.)
5.17%
Sharpe
1.52
Sortino
3.37
Max drawdown
-18.49%
Best month
5.31%
Worst month
-9.60%
Beta vs VBTLX
0.89
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.