Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.05%
3 year
3.61%
5 year
-1.82%
10 year
1.26%
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.)
6.80%
Sharpe
0.64
Sortino
1.06
Max drawdown
-23.19%
Best month
4.47%
Worst month
-4.71%
Beta vs VBTLX
1.20
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.