Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.31%
3 year
6.24%
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
56 months through Feb. 28, 2026Volatility (ann.)
5.20%
Sharpe
1.22
Sortino
2.48
Max drawdown
-5.17%
Best month
4.65%
Worst month
-4.01%
Beta vs VBTLX
0.92
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.