Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.43%
3 year
188.06%
5 year
87.33%
10 year
39.29%
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
48 months through Feb. 28, 2026Volatility (ann.)
3.69%
Sharpe
1.55
Sortino
3.32
Max drawdown
-9.01%
Best month
3.56%
Worst month
-5.15%
Beta vs VBTLX
0.61
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.