Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.37%
3 year
2.95%
5 year
-0.16%
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.)
4.49%
Sharpe
0.77
Sortino
1.34
Max drawdown
-15.25%
Best month
4.75%
Worst month
-7.52%
Beta vs VBTLX
0.74
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.