Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.87%
3 year
5.21%
5 year
0.96%
10 year
2.45%
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.)
3.45%
Sharpe
1.58
Sortino
3.35
Max drawdown
-11.81%
Best month
2.65%
Worst month
-2.80%
Beta vs VBTLX
0.60
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.