Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.95%
3 year
5.54%
5 year
-0.57%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
66 months through Feb. 28, 2026Volatility (ann.)
6.40%
Sharpe
0.91
Sortino
1.74
Max drawdown
-20.69%
Best month
5.84%
Worst month
-5.59%
Beta vs VBTLX
1.14
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.