Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.96%
3 year
9.48%
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
41 months through Feb. 28, 2026Volatility (ann.)
4.57%
Sharpe
1.94
Sortino
4.53
Max drawdown
-3.48%
Best month
4.60%
Worst month
-2.02%
Beta vs VBTLX
0.56
Correlation
0.67
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.