Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.37%
3 year
7.01%
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
61 months through Feb. 28, 2026Volatility (ann.)
6.26%
Sharpe
1.13
Sortino
2.37
Max drawdown
-21.31%
Best month
6.01%
Worst month
-5.60%
Beta vs VBTLX
1.10
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.