Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.94%
3 year
4.63%
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
2025 onward derived from N-PORT monthly returnsRisk statistics
56 months through Feb. 28, 2026Volatility (ann.)
5.66%
Sharpe
0.87
Sortino
1.59
Max drawdown
-17.78%
Best month
4.58%
Worst month
-4.30%
Beta vs VBTLX
1.02
Correlation
1.00
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.