Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.22%
3 year
8.10%
5 year
4.77%
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.)
2.67%
Sharpe
2.96
Sortino
10.54
Max drawdown
-9.82%
Best month
2.93%
Worst month
-9.15%
Beta vs VBTLX
0.30
Correlation
0.63
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.