Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.35%
3 year
5.14%
5 year
-0.10%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
78 months through Feb. 28, 2026Volatility (ann.)
5.13%
Sharpe
1.01
Sortino
2.03
Max drawdown
-16.64%
Best month
4.63%
Worst month
-4.78%
Beta vs VBTLX
0.89
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.