Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.81%
3 year
5.53%
5 year
1.00%
10 year
2.61%
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.)
4.80%
Sharpe
1.26
Sortino
2.52
Max drawdown
-13.85%
Best month
4.32%
Worst month
-5.79%
Beta vs VBTLX
0.83
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.