Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.89%
3 year
6.56%
5 year
0.15%
10 year
3.54%
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.)
6.45%
Sharpe
1.05
Sortino
2.06
Max drawdown
-20.60%
Best month
6.11%
Worst month
-6.94%
Beta vs VBTLX
1.14
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.