Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.51%
3 year
7.76%
5 year
4.44%
10 year
3.32%
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
72 months through Feb. 28, 2026Volatility (ann.)
3.27%
Sharpe
0.05
Sortino
0.09
Max drawdown
-33.69%
Best month
2.42%
Worst month
-2.19%
Beta vs VBTLX
-0.07
Correlation
-0.11
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.