Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.17%
3 year
3.99%
5 year
-4.27%
10 year
2.41%
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.)
11.66%
Sharpe
0.38
Sortino
0.63
Max drawdown
-35.58%
Best month
9.85%
Worst month
-9.10%
Beta vs VBTLX
2.04
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.