Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.18%
3 year
6.53%
5 year
-0.03%
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
66 months through Feb. 28, 2026Volatility (ann.)
5.58%
Sharpe
1.22
Sortino
2.49
Max drawdown
-20.88%
Best month
5.41%
Worst month
-5.38%
Beta vs VBTLX
0.98
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.