Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.64%
3 year
10.12%
5 year
4.54%
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.)
4.69%
Sharpe
2.09
Sortino
5.32
Max drawdown
-15.50%
Best month
5.88%
Worst month
-12.50%
Beta vs VBTLX
0.70
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.