Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.83%
3 year
2.44%
5 year
-0.65%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
78 months through Feb. 28, 2026Volatility (ann.)
4.48%
Sharpe
0.65
Sortino
1.09
Max drawdown
-16.03%
Best month
4.72%
Worst month
-7.68%
Beta vs VBTLX
0.74
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.