Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.38%
3 year
4.33%
5 year
-0.23%
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.)
4.78%
Sharpe
1.03
Sortino
1.89
Max drawdown
-15.01%
Best month
3.03%
Worst month
-3.28%
Beta vs VBTLX
0.82
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.