Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.16%
3 year
5.12%
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
47 months through Feb. 28, 2026Volatility (ann.)
5.36%
Sharpe
1.01
Sortino
1.91
Max drawdown
-10.47%
Best month
4.38%
Worst month
-4.19%
Beta vs VBTLX
0.96
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.