Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.54%
3 year
3.68%
5 year
-1.07%
10 year
1.18%
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.)
5.24%
Sharpe
0.82
Sortino
1.42
Max drawdown
-18.39%
Best month
3.41%
Worst month
-3.63%
Beta vs VBTLX
0.91
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.