Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.54%
3 year
5.56%
5 year
0.45%
10 year
3.10%
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.)
5.47%
Sharpe
1.07
Sortino
2.03
Max drawdown
-15.92%
Best month
4.63%
Worst month
-4.41%
Beta vs VBTLX
0.98
Correlation
1.00
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.