Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.72%
3 year
7.87%
5 year
4.88%
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
74 months through Feb. 28, 2026Volatility (ann.)
2.18%
Sharpe
3.46
Sortino
18.89
Max drawdown
-8.82%
Best month
3.08%
Worst month
-7.79%
Beta vs VBTLX
0.28
Correlation
0.71
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.