Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.78%
3 year
4.30%
5 year
0.99%
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
78 months through Feb. 28, 2026Volatility (ann.)
4.35%
Sharpe
1.11
Sortino
2.08
Max drawdown
-14.23%
Best month
3.99%
Worst month
-7.22%
Beta vs VBTLX
0.74
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.