Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-1.11%
3 year
2.72%
5 year
9.13%
10 year
4.38%
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
71 months through Feb. 28, 2026Volatility (ann.)
7.36%
Sharpe
0.33
Sortino
0.57
Max drawdown
-7.96%
Best month
9.12%
Worst month
-3.23%
Beta vs VBTLX
-0.38
Correlation
-0.28
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.