Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.01%
3 year
4.39%
5 year
0.05%
10 year
1.64%
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.)
4.22%
Sharpe
1.17
Sortino
2.21
Max drawdown
-13.62%
Best month
2.85%
Worst month
-3.13%
Beta vs VBTLX
0.71
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.