Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.33%
3 year
6.14%
5 year
-0.03%
10 year
3.65%
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.)
6.19%
Sharpe
0.97
Sortino
1.87
Max drawdown
-21.85%
Best month
6.21%
Worst month
-9.09%
Beta vs VBTLX
1.05
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.