Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.95%
3 year
3.03%
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
43 months through Feb. 28, 2026Volatility (ann.)
7.32%
Sharpe
0.52
Sortino
0.84
Max drawdown
-12.92%
Best month
4.76%
Worst month
-5.31%
Beta vs VBTLX
1.30
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.