Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.96%
3 year
4.28%
5 year
-0.79%
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.)
5.73%
Sharpe
0.81
Sortino
1.42
Max drawdown
-17.76%
Best month
4.57%
Worst month
-4.35%
Beta vs VBTLX
1.03
Correlation
1.00
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.