Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.01%
3 year
6.03%
5 year
-0.77%
10 year
3.19%
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.)
7.84%
Sharpe
0.81
Sortino
1.51
Max drawdown
-23.31%
Best month
7.49%
Worst month
-6.92%
Beta vs VBTLX
1.38
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.