Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.40%
3 year
7.15%
5 year
0.83%
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.)
6.10%
Sharpe
1.21
Sortino
2.45
Max drawdown
-18.88%
Best month
5.84%
Worst month
-7.23%
Beta vs VBTLX
1.08
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.