Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.91%
3 year
9.15%
5 year
3.68%
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.)
4.57%
Sharpe
1.94
Sortino
5.23
Max drawdown
-15.76%
Best month
5.89%
Worst month
-14.33%
Beta vs VBTLX
0.64
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.