Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.00%
3 year
6.67%
5 year
0.26%
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.)
6.50%
Sharpe
1.06
Sortino
2.09
Max drawdown
-20.67%
Best month
6.13%
Worst month
-6.93%
Beta vs VBTLX
1.15
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.