Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.30%
3 year
6.47%
5 year
1.59%
10 year
—
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.)
5.10%
Sharpe
1.36
Sortino
2.67
Max drawdown
-13.65%
Best month
4.02%
Worst month
-6.41%
Beta vs VBTLX
0.90
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.