Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.89%
3 year
4.42%
5 year
-0.62%
10 year
—
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
72 months through Feb. 28, 2026Volatility (ann.)
4.28%
Sharpe
1.14
Sortino
2.40
Max drawdown
-14.78%
Best month
3.61%
Worst month
-3.31%
Beta vs VBTLX
-0.16
Correlation
-0.21
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.