Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.88%
3 year
2.05%
5 year
-3.97%
10 year
0.65%
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.)
8.98%
Sharpe
0.31
Sortino
0.49
Max drawdown
-31.97%
Best month
6.11%
Worst month
-5.70%
Beta vs VBTLX
1.59
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.