Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.87%
3 year
5.61%
5 year
0.47%
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.)
4.98%
Sharpe
1.24
Sortino
2.55
Max drawdown
-15.67%
Best month
4.19%
Worst month
-3.14%
Beta vs VBTLX
0.89
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.