Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.98%
3 year
4.10%
5 year
-0.92%
10 year
1.57%
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.)
5.94%
Sharpe
0.81
Sortino
1.40
Max drawdown
-18.82%
Best month
3.83%
Worst month
-3.89%
Beta vs VBTLX
1.04
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.