Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.77%
3 year
5.57%
5 year
0.91%
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.)
2.92%
Sharpe
1.96
Sortino
5.10
Max drawdown
-13.78%
Best month
5.87%
Worst month
-7.72%
Beta vs VBTLX
0.49
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.