Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.18%
3 year
5.03%
5 year
-0.61%
10 year
2.80%
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.)
5.85%
Sharpe
1.02
Sortino
1.95
Max drawdown
-18.34%
Best month
5.37%
Worst month
-4.87%
Beta vs VBTLX
-0.25
Correlation
-0.24
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.