Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.87%
3 year
—
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
36 months through Feb. 28, 2026Volatility (ann.)
4.11%
Sharpe
0.88
Sortino
1.50
Max drawdown
-4.18%
Best month
2.62%
Worst month
-2.28%
Beta vs VBTLX
0.66
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.