Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.72%
3 year
5.33%
5 year
0.04%
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
72 months through Feb. 28, 2026Volatility (ann.)
5.33%
Sharpe
1.09
Sortino
2.02
Max drawdown
-18.23%
Best month
4.16%
Worst month
-5.13%
Beta vs VBTLX
0.95
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.