Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.25%
3 year
4.97%
5 year
0.67%
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
63 months through Feb. 28, 2026Volatility (ann.)
5.86%
Sharpe
0.97
Sortino
1.80
Max drawdown
-13.21%
Best month
4.97%
Worst month
-3.51%
Beta vs VBTLX
1.05
Correlation
1.00
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.