Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.12%
3 year
5.78%
5 year
-0.00%
10 year
2.37%
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.)
4.73%
Sharpe
1.37
Sortino
2.80
Max drawdown
-17.98%
Best month
4.35%
Worst month
-7.73%
Beta vs VBTLX
0.78
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.