Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.11%
3 year
3.65%
5 year
-1.04%
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.)
5.13%
Sharpe
0.81
Sortino
1.43
Max drawdown
-18.46%
Best month
3.45%
Worst month
-3.43%
Beta vs VBTLX
0.91
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.