Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.13%
3 year
4.39%
5 year
-0.74%
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
66 months through Feb. 28, 2026Volatility (ann.)
5.65%
Sharpe
0.86
Sortino
1.55
Max drawdown
-17.88%
Best month
4.54%
Worst month
-4.50%
Beta vs VBTLX
1.02
Correlation
1.00
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.