Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.82%
3 year
3.26%
5 year
0.13%
10 year
2.69%
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.)
4.47%
Sharpe
0.83
Sortino
1.45
Max drawdown
-14.82%
Best month
4.80%
Worst month
-7.55%
Beta vs VBTLX
0.73
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.