Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.36%
3 year
7.13%
5 year
0.80%
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.)
6.11%
Sharpe
1.21
Sortino
2.44
Max drawdown
-18.92%
Best month
5.85%
Worst month
-7.24%
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.