Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.14%
3 year
—
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
2024 onward derived from N-PORT monthly returnsRisk statistics
26 months through Feb. 28, 2026Volatility (ann.)
5.29%
Sharpe
1.28
Sortino
2.10
Max drawdown
-3.20%
Best month
2.84%
Worst month
-2.82%
Beta vs VBTLX
1.14
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.