Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.95%
3 year
5.79%
5 year
0.48%
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.)
5.10%
Sharpe
1.14
Sortino
2.36
Max drawdown
-15.73%
Best month
4.68%
Worst month
-4.73%
Beta vs VBTLX
0.88
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.