Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.20%
3 year
3.71%
5 year
-0.92%
10 year
—
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.)
5.01%
Sharpe
0.84
Sortino
1.50
Max drawdown
-17.84%
Best month
3.36%
Worst month
-3.34%
Beta vs VBTLX
0.89
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.