Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.16%
3 year
4.02%
5 year
0.06%
10 year
1.47%
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.)
4.47%
Sharpe
1.11
Sortino
2.07
Max drawdown
-12.18%
Best month
3.54%
Worst month
-3.25%
Beta vs VBTLX
-0.13
Correlation
-0.17
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.