Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.22%
3 year
4.98%
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
60 months through Feb. 28, 2026Volatility (ann.)
5.72%
Sharpe
0.92
Sortino
1.70
Max drawdown
-16.88%
Best month
4.73%
Worst month
-4.52%
Beta vs VBTLX
1.03
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.