Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.64%
3 year
5.93%
5 year
0.78%
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.)
5.45%
Sharpe
1.12
Sortino
2.17
Max drawdown
-15.55%
Best month
4.79%
Worst month
-4.29%
Beta vs VBTLX
0.97
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.