Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.21%
3 year
8.26%
5 year
0.81%
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.)
6.55%
Sharpe
1.30
Sortino
2.57
Max drawdown
-24.09%
Best month
6.98%
Worst month
-14.70%
Beta vs VBTLX
1.05
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.