Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.44%
3 year
8.94%
5 year
3.50%
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.)
3.61%
Sharpe
2.32
Sortino
7.39
Max drawdown
-15.65%
Best month
6.24%
Worst month
-10.32%
Beta vs VBTLX
0.50
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.