Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.97%
3 year
9.45%
5 year
3.12%
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
66 months through Feb. 28, 2026Volatility (ann.)
4.01%
Sharpe
2.21
Sortino
6.62
Max drawdown
-16.87%
Best month
6.33%
Worst month
-7.26%
Beta vs VBTLX
0.57
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.