Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.73%
3 year
4.23%
5 year
1.02%
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.)
4.34%
Sharpe
1.04
Sortino
1.95
Max drawdown
-13.56%
Best month
4.26%
Worst month
-6.67%
Beta vs VBTLX
0.74
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.