Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.91%
3 year
4.51%
5 year
-1.54%
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.)
6.40%
Sharpe
0.75
Sortino
1.38
Max drawdown
-22.09%
Best month
5.76%
Worst month
-5.67%
Beta vs VBTLX
1.14
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.