Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.50%
3 year
5.97%
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2022 onward derived from N-PORT monthly returnsRisk statistics
60 months through Feb. 28, 2026Volatility (ann.)
6.41%
Sharpe
0.98
Sortino
1.92
Max drawdown
-19.52%
Best month
5.93%
Worst month
-5.56%
Beta vs VBTLX
1.14
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.