Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.66%
3 year
3.57%
5 year
0.39%
10 year
2.59%
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.)
4.36%
Sharpe
0.90
Sortino
1.62
Max drawdown
-15.03%
Best month
3.77%
Worst month
-6.73%
Beta vs VBTLX
0.75
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.