Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.54%
3 year
6.46%
5 year
0.60%
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.)
4.67%
Sharpe
1.46
Sortino
3.24
Max drawdown
-17.71%
Best month
6.34%
Worst month
-7.91%
Beta vs VBTLX
0.80
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.