Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.44%
3 year
6.42%
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
58 months through Feb. 28, 2026Volatility (ann.)
6.06%
Sharpe
1.10
Sortino
2.23
Max drawdown
-20.05%
Best month
5.90%
Worst month
-5.59%
Beta vs VBTLX
1.06
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.