Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.08%
3 year
4.00%
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
2022 onward derived from N-PORT monthly returnsRisk statistics
61 months through Feb. 28, 2026Volatility (ann.)
4.31%
Sharpe
1.01
Sortino
1.85
Max drawdown
-14.45%
Best month
3.85%
Worst month
-6.63%
Beta vs VBTLX
0.74
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.